Wealthspire Advisors (Maryland)’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.08M | Sell |
4,450
-4,783
| -52% | -$1.16M | 0.04% | 182 |
|
|
2020
Q2 | $2.39M | Buy |
9,233
+219
| +2% | +$56.6K | 0.17% | 85 |
|
|
2020
Q1 | $1.96M | Sell |
9,014
-118
| -1% | -$25.7K | 0.17% | 83 |
|
|
2019
Q4 | $2.1M | Sell |
9,132
-120
| -1% | -$27.6K | 0.14% | 95 |
|
|
2019
Q3 | $2.05M | Buy |
9,252
+40
| +0.4% | +$8.85K | 0.15% | 91 |
|
|
2019
Q2 | $1.88M | Buy |
9,212
+102
| +1% | +$20.9K | 0.14% | 95 |
|
|
2019
Q1 | $1.8M | Sell |
9,110
-449
| -5% | -$88.5K | 0.14% | 94 |
|
|
2018
Q4 | $1.51M | Sell |
9,559
-244
| -2% | -$38.6K | 0.13% | 94 |
|
|
2018
Q3 | $1.42M | Buy |
9,803
+811
| +9% | +$118K | 0.12% | 101 |
|
|
2018
Q2 | $1.3M | Buy |
8,992
+273
| +3% | +$39.3K | 0.12% | 103 |
|
|
2018
Q1 | $1.27M | Buy |
8,719
+580
| +7% | +$84.3K | 0.12% | 108 |
|
|
2017
Q4 | $1.16M | Buy |
8,139
+975
| +14% | +$139K | 0.11% | 119 |
|
|
2017
Q3 | $979K | Buy |
7,164
+106
| +2% | +$14.5K | 0.11% | 135 |
|
|
2017
Q2 | $934K | Sell |
7,058
-322
| -4% | -$42.6K | 0.11% | 125 |
|
|
2017
Q1 | $897K | Buy |
7,380
+4,339
| +143% | +$527K | 0.13% | 107 |
|
|
2016
Q4 | $321K | Buy |
3,041
+2,280
| +300% | +$241K | 0.05% | 258 |
|
|
2016
Q3 | $86K | Buy |
761
+32
| +4% | +$3.62K | 0.01% | 616 |
|
|
2016
Q2 | $83K | Buy |
729
+154
| +27% | +$17.5K | 0.01% | 574 |
|
|
2016
Q1 | $59K | Buy |
575
+12
| +2% | +$1.23K | 0.01% | 658 |
|
|
2015
Q4 | $55K | Buy |
+563
| New | +$55K | 0.01% | 688 |
|