WEC
Winslow Evans & Crocker’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.62M | Buy |
12,617
+1,035
| +9% | +$215K | 0.5% | 43 |
|
|
2020
Q3 | $2.8M | Buy |
11,582
+876
| +8% | +$212K | 0.69% | 30 |
|
|
2020
Q2 | $2.77M | Buy |
10,706
+40
| +0.4% | +$10.3K | 0.74% | 30 |
|
|
2020
Q1 | $2.32M | Sell |
10,666
-1,500
| -12% | -$327K | 0.77% | 29 |
|
|
2019
Q4 | $2.8M | Sell |
12,166
-70
| -0.6% | -$16.1K | 0.71% | 30 |
|
|
2019
Q3 | $2.71M | Sell |
12,236
-64
| -0.5% | -$14.2K | 0.76% | 25 |
|
|
2019
Q2 | $2.52M | Buy |
12,300
+452
| +4% | +$92.5K | 0.7% | 31 |
|
|
2019
Q1 | $2.34M | Buy |
11,848
+7,380
| +165% | +$1.46M | 0.66% | 32 |
|
|
2018
Q4 | $710K | Sell |
4,468
-54
| -1% | -$8.58K | 0.24% | 92 |
|
|
2018
Q3 | $658K | Buy |
4,522
+200
| +5% | +$29.1K | 0.2% | 117 |
|
|
2018
Q2 | $626K | Sell |
4,322
-84
| -2% | -$12.2K | 0.2% | 120 |
|
|
2018
Q1 | $640K | Sell |
4,406
-82
| -2% | -$11.9K | 0.21% | 112 |
|
|
2017
Q4 | $640K | Sell |
4,488
-2
| -0% | -$285 | 0.21% | 114 |
|
|
2017
Q3 | $613K | Sell |
4,490
-2,088
| -32% | -$285K | 0.2% | 117 |
|
|
2017
Q2 | $869K | Sell |
6,578
-462
| -7% | -$61.1K | 0.24% | 95 |
|
|
2017
Q1 | $856K | Sell |
7,040
-1,786
| -20% | -$217K | 0.27% | 82 |
|
|
2016
Q4 | $933K | Buy |
8,826
+422
| +5% | +$44.6K | 0.29% | 79 |
|
|
2016
Q3 | $952K | Buy |
8,404
+26
| +0.3% | +$2.95K | 0.27% | 82 |
|
|
2016
Q2 | $952K | Sell |
8,378
-274
| -3% | -$31.1K | 0.28% | 85 |
|
|
2016
Q1 | $886K | Buy |
8,652
+148
| +2% | +$15.2K | 0.27% | 90 |
|
|
2015
Q4 | $824K | Buy |
8,504
+1,526
| +22% | +$148K | 0.24% | 97 |
|
|
2015
Q3 | $614K | Sell |
6,978
-50
| -0.7% | -$4.4K | 0.19% | 120 |
|
|
2015
Q2 | $655K | Buy |
7,028
+182
| +3% | +$17K | 0.19% | 133 |
|
|
2015
Q1 | $644K | Sell |
6,846
-266
| -4% | -$25K | 0.18% | 125 |
|
|
2014
Q4 | $703K | Buy |
7,112
+726
| +11% | +$71.8K | 0.2% | 112 |
|
|
2014
Q3 | $598K | Hold |
6,386
| – | – | 0.17% | 135 |
|
|
2014
Q2 | $575K | Buy |
6,386
+250
| +4% | +$22.5K | 0.19% | 136 |
|
|
2014
Q1 | $502K | Hold |
6,136
| – | – | 0.17% | 140 |
|
|
2013
Q4 | $489K | Buy |
+6,136
| New | +$489K | 0.17% | 149 |
|