Wealthstreet Investment Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,068
| Closed | -$4.08M | – | 106 |
|
|
2021
Q1 | $4.08M | Buy |
17,068
+225
| +1% | +$53.8K | 0.4% | 62 |
|
|
2020
Q4 | $3.78M | Sell |
16,843
-69
| -0.4% | -$15.5K | 0.38% | 64 |
|
|
2020
Q3 | $4.09M | Buy |
16,912
+39
| +0.2% | +$9.43K | 0.46% | 54 |
|
|
2020
Q2 | $4.36M | Hold |
16,873
| – | – | 0.53% | 46 |
|
|
2020
Q1 | $3.67M | Sell |
16,873
-250
| -1% | -$54.4K | 0.54% | 46 |
|
|
2019
Q4 | $3.94M | Sell |
17,123
-25
| -0.1% | -$5.75K | 0.46% | 57 |
|
|
2019
Q3 | $3.71M | Buy |
17,148
+625
| +4% | +$135K | 0.47% | 57 |
|
|
2019
Q2 | $3.38M | Sell |
16,523
-39
| -0.2% | -$7.97K | 0.44% | 65 |
|
|
2019
Q1 | $3.26M | Sell |
16,562
-225
| -1% | -$44.3K | 0.43% | 64 |
|
|
2018
Q4 | $2.82M | Sell |
16,787
-600
| -3% | -$101K | 0.4% | 67 |
|
|
2018
Q3 | $2.53M | Sell |
17,387
-300
| -2% | -$43.6K | 0.31% | 76 |
|
|
2018
Q2 | $2.55M | Hold |
17,687
| – | – | 0.34% | 75 |
|
|
2018
Q1 | $2.57M | Buy |
17,687
+632
| +4% | +$91.9K | 0.32% | 77 |
|
|
2017
Q4 | $2.43M | Buy |
+17,055
| New | +$2.43M | 0.29% | 89 |
|