WCA
Westover Capital Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-972
| Closed | -$210K | – | 187 |
|
|
2023
Q4 | $210K | Buy |
+972
| New | +$210K | 0.07% | 168 |
|
|
2023
Q2 | – | Sell |
-1,495
| Closed | -$305K | – | 174 |
|
|
2023
Q1 | $305K | Sell |
1,495
-6,062
| -80% | -$1.24M | 0.11% | 132 |
|
|
2022
Q4 | $1.6M | Sell |
7,557
-1,264
| -14% | -$268K | 0.63% | 48 |
|
|
2022
Q3 | $1.89M | Buy |
8,821
+1,120
| +15% | +$240K | 0.72% | 43 |
|
|
2022
Q2 | $1.97M | Sell |
7,701
-356
| -4% | -$91K | 0.73% | 41 |
|
|
2022
Q1 | $2.02M | Sell |
8,057
-10
| -0.1% | -$2.51K | 0.63% | 46 |
|
|
2021
Q4 | $2.36M | Sell |
8,067
-489
| -6% | -$143K | 0.69% | 45 |
|
|
2021
Q3 | $2.27M | Sell |
8,556
-41
| -0.5% | -$10.9K | 0.71% | 44 |
|
|
2021
Q2 | $2.32M | Sell |
8,597
-305
| -3% | -$82.4K | 0.74% | 42 |
|
|
2021
Q1 | $2.13M | Sell |
8,902
-8
| -0.1% | -$1.91K | 0.73% | 41 |
|
|
2020
Q4 | $2M | Sell |
8,910
-41
| -0.5% | -$9.2K | 0.72% | 41 |
|
|
2020
Q3 | $2.16M | Sell |
8,951
-259
| -3% | -$62.6K | 0.89% | 34 |
|
|
2020
Q2 | $2.38M | Sell |
9,210
-1,760
| -16% | -$455K | 1.12% | 29 |
|
|
2020
Q1 | $2.39M | Sell |
10,970
-90
| -0.8% | -$19.6K | 1.29% | 29 |
|
|
2019
Q4 | $2.54M | Sell |
11,060
-28
| -0.3% | -$6.44K | 1.14% | 31 |
|
|
2019
Q3 | $2.45M | Sell |
11,088
-178
| -2% | -$39.4K | 1.16% | 32 |
|
|
2019
Q2 | $2.3M | Sell |
11,266
-731
| -6% | -$149K | 1.14% | 34 |
|
|
2019
Q1 | $2.36M | Buy |
11,997
+6
| +0.1% | +$1.18K | 1.23% | 31 |
|
|
2018
Q4 | $1.9M | Sell |
11,991
-437
| -4% | -$69.1K | 1.19% | 33 |
|
|
2018
Q3 | $1.81M | Sell |
12,428
-5,181
| -29% | -$753K | 0.91% | 41 |
|
|
2018
Q2 | $2.54M | Sell |
17,609
-10,145
| -37% | -$1.46M | 1.37% | 29 |
|
|
2018
Q1 | $4.03M | Buy |
27,754
+13,017
| +88% | +$1.89M | 2.2% | 8 |
|
|
2017
Q4 | $2.1M | Buy |
14,737
+399
| +3% | +$56.9K | 1.16% | 31 |
|
|
2017
Q3 | $1.96M | Buy |
+14,338
| New | +$1.96M | 1.15% | 30 |
|
|
2017
Q1 | – | Sell |
-18,195
| Closed | -$1.92M | – | 105 |
|
|
2016
Q4 | $1.92M | Sell |
18,195
-5,618
| -24% | -$594K | 1.38% | 27 |
|
|
2016
Q3 | $2.7M | Sell |
23,813
-4,788
| -17% | -$543K | 2% | 20 |
|
|
2016
Q2 | $3.25M | Sell |
28,601
-1,457
| -5% | -$166K | 2.66% | 14 |
|
|
2016
Q1 | $3.08M | Buy |
30,058
+1,715
| +6% | +$176K | 2.6% | 12 |
|
|
2015
Q4 | $2.75M | Sell |
28,343
-328
| -1% | -$31.8K | 2.29% | 15 |
|
|
2015
Q3 | $2.52M | Sell |
28,671
-66
| -0.2% | -$5.81K | 2.17% | 17 |
|
|
2015
Q2 | $2.68M | Buy |
28,737
+219
| +0.8% | +$20.4K | 2.13% | 17 |
|
|
2015
Q1 | $2.69M | Sell |
28,518
-487
| -2% | -$45.9K | 2.17% | 15 |
|
|
2014
Q4 | $2.87M | Sell |
29,005
-2,594
| -8% | -$256K | 2.46% | 12 |
|
|
2014
Q3 | $2.96M | Buy |
31,599
+393
| +1% | +$36.8K | 2.41% | 8 |
|
|
2014
Q2 | $2.81M | Buy |
31,206
+97
| +0.3% | +$8.73K | 2.37% | 13 |
|
|
2014
Q1 | $2.55M | Sell |
31,109
-445
| -1% | -$36.4K | 2.38% | 14 |
|
|
2013
Q4 | $2.52M | Buy |
31,554
+594
| +2% | +$47.4K | 2.4% | 11 |
|
|
2013
Q3 | $2.3M | Sell |
30,960
-3,885
| -11% | -$288K | 2.38% | 14 |
|
|
2013
Q2 | $2.55M | Buy |
+34,845
| New | +$2.55M | 2.5% | 12 |
|