Windsor Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-972
| Closed | -$203K | – | 166 |
|
|
2023
Q1 | $203K | Hold |
972
| – | – | 0.04% | 160 |
|
|
2022
Q4 | $212K | Sell |
972
-96
| -9% | -$20.9K | 0.04% | 153 |
|
|
2022
Q3 | $208K | Hold |
1,068
| – | – | 0.05% | 144 |
|
|
2022
Q2 | $276K | Sell |
1,068
-2,620
| -71% | -$677K | 0.07% | 125 |
|
|
2022
Q1 | $982K | Buy |
3,688
+5
| +0.1% | +$1.33K | 0.18% | 111 |
|
|
2021
Q4 | $1.04M | Buy |
3,683
+18
| +0.5% | +$5.09K | 0.19% | 110 |
|
|
2021
Q3 | $977K | Buy |
3,665
+85
| +2% | +$22.7K | 0.2% | 106 |
|
|
2021
Q2 | $967K | Buy |
3,580
+234
| +7% | +$63.2K | 0.21% | 100 |
|
|
2021
Q1 | $800K | Sell |
3,346
-208
| -6% | -$49.7K | 0.19% | 110 |
|
|
2020
Q4 | $798K | Sell |
3,554
-117
| -3% | -$26.3K | 0.2% | 101 |
|
|
2020
Q3 | $870K | Buy |
3,671
+945
| +35% | +$224K | 0.25% | 88 |
|
|
2020
Q2 | $705K | Buy |
2,726
+537
| +25% | +$139K | 0.22% | 97 |
|
|
2020
Q1 | $477K | Buy |
2,189
+308
| +16% | +$67.1K | 0.19% | 115 |
|
|
2019
Q4 | $432K | Buy |
1,881
+12
| +0.6% | +$2.76K | 0.16% | 125 |
|
|
2019
Q3 | $411K | Sell |
1,869
-217
| -10% | -$47.7K | 0.18% | 123 |
|
|
2019
Q2 | $422K | Buy |
2,086
+379
| +22% | +$76.7K | 0.19% | 125 |
|
|
2019
Q1 | $336K | Buy |
+1,707
| New | +$336K | 0.19% | 119 |
|