WFG Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $232K | Buy |
1,755
+402
| +30% | +$53.1K | 0.05% | 334 |
|
|
2017
Q1 | $164K | Sell |
1,353
-209
| -13% | -$25.3K | 0.04% | 373 |
|
|
2016
Q4 | $165K | Buy |
1,562
+5
| +0.3% | +$528 | 0.04% | 418 |
|
|
2016
Q3 | $177K | Buy |
1,557
+84
| +6% | +$9.55K | 0.04% | 396 |
|
|
2016
Q2 | $167K | Buy |
1,473
+18
| +1% | +$2.04K | 0.04% | 383 |
|
|
2016
Q1 | $149K | Sell |
1,455
-33
| -2% | -$3.38K | 0.04% | 383 |
|
|
2015
Q4 | $144K | Buy |
1,488
+106
| +8% | +$10.3K | 0.04% | 376 |
|
|
2015
Q3 | $122K | Sell |
1,382
-22
| -2% | -$1.94K | 0.04% | 409 |
|
|
2015
Q2 | $131K | Buy |
1,404
+160
| +13% | +$14.9K | 0.04% | 461 |
|
|
2015
Q1 | $117K | Buy |
1,244
+142
| +13% | +$13.4K | 0.03% | 479 |
|
|
2014
Q4 | $109K | Sell |
1,102
-104
| -9% | -$10.3K | 0.02% | 608 |
|
|
2014
Q3 | $113K | Buy |
1,206
+375
| +45% | +$35.1K | 0.02% | 620 |
|
|
2014
Q2 | $75K | Buy |
831
+128
| +18% | +$11.6K | 0.01% | 762 |
|
|
2014
Q1 | $58K | Buy |
703
+350
| +99% | +$28.9K | 0.01% | 848 |
|
|
2013
Q4 | $28K | Buy |
353
+124
| +54% | +$9.84K | ﹤0.01% | 1199 |
|
|
2013
Q3 | $17K | Buy |
229
+61
| +36% | +$4.53K | ﹤0.01% | 1327 |
|
|
2013
Q2 | $12K | Buy |
+168
| New | +$12K | ﹤0.01% | 1387 |
|