WCAMG
Woodard & Company Asset Management Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,197
| Closed | -$1.56M | – | 107 |
|
|
2022
Q1 | $1.56M | Buy |
6,197
+109
| +2% | +$27.4K | 0.65% | 28 |
|
|
2021
Q4 | $1.78M | Buy |
6,088
+224
| +4% | +$65.5K | 0.84% | 21 |
|
|
2021
Q3 | $1.56M | Sell |
5,864
-302
| -5% | -$80.1K | 0.96% | 21 |
|
|
2021
Q2 | $1.67M | Buy |
6,166
+174
| +3% | +$47K | 1% | 21 |
|
|
2021
Q1 | $1.43M | Buy |
5,992
+299
| +5% | +$71.5K | 0.91% | 24 |
|
|
2020
Q4 | $1.28M | Buy |
5,693
+567
| +11% | +$127K | 0.78% | 25 |
|
|
2020
Q3 | $1.24M | Buy |
5,126
+58
| +1% | +$14K | 0.81% | 21 |
|
|
2020
Q2 | $1.31M | Buy |
5,068
+122
| +2% | +$31.5K | 0.89% | 19 |
|
|
2020
Q1 | $1.08M | Sell |
4,946
-512
| -9% | -$111K | 0.77% | 21 |
|
|
2019
Q4 | $1.25M | Buy |
+5,458
| New | +$1.25M | 0.75% | 18 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$22K | – | 34 |
|
|
2018
Q3 | $22K | Hold |
150
| – | – | 0.02% | 122 |
|
|
2018
Q2 | $21.6K | Hold |
150
| – | – | 0.02% | 116 |
|
|
2018
Q1 | $22K | Hold |
150
| – | – | 0.02% | 116 |
|
|
2017
Q4 | $21K | Buy |
+150
| New | +$21K | 0.02% | 132 |
|