YorkBridge Wealth Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.7M | Buy |
8,032
+340
| +4% | +$72K | 0.43% | 60 |
|
|
2022
Q3 | $1.65M | Buy |
7,692
+66
| +0.9% | +$14.2K | 0.43% | 58 |
|
|
2022
Q2 | $1.95M | Buy |
7,626
+53
| +0.7% | +$13.5K | 0.51% | 50 |
|
|
2022
Q1 | $1.9M | Sell |
7,573
-169
| -2% | -$42.4K | 0.42% | 56 |
|
|
2021
Q4 | $2.27M | Buy |
7,742
+76
| +1% | +$22.2K | 0.51% | 51 |
|
|
2021
Q3 | $2.04M | Buy |
7,666
+204
| +3% | +$54.2K | 0.51% | 55 |
|
|
2021
Q2 | $2.02M | Buy |
7,462
+424
| +6% | +$115K | 0.53% | 53 |
|
|
2021
Q1 | $1.68M | Buy |
7,038
+623
| +10% | +$149K | 0.5% | 54 |
|
|
2020
Q4 | $1.44M | Buy |
6,415
+190
| +3% | +$42.7K | 0.48% | 56 |
|
|
2020
Q3 | $1.51M | Buy |
6,225
+125
| +2% | +$30.2K | 0.63% | 48 |
|
|
2020
Q2 | $1.58M | Sell |
6,100
-154
| -2% | -$39.8K | 0.72% | 41 |
|
|
2020
Q1 | $1.36M | Buy |
6,254
+56
| +0.9% | +$12.2K | 0.84% | 42 |
|
|
2019
Q4 | $1.42M | Buy |
6,198
+128
| +2% | +$29.4K | 0.65% | 50 |
|
|
2019
Q3 | $1.34M | Buy |
6,070
+296
| +5% | +$65.4K | 0.68% | 48 |
|
|
2019
Q2 | $1.18M | Sell |
5,774
-210
| -4% | -$42.9K | 0.52% | 55 |
|
|
2019
Q1 | $1.18M | Sell |
5,984
-14
| -0.2% | -$2.76K | 0.54% | 56 |
|
|
2018
Q4 | $949K | Sell |
5,998
-31
| -0.5% | -$4.91K | 0.5% | 56 |
|
|
2018
Q3 | $868K | Buy |
6,029
+39
| +0.7% | +$5.62K | 0.4% | 68 |
|
|
2018
Q2 | $864K | Buy |
5,990
+235
| +4% | +$33.9K | 0.38% | 69 |
|
|
2018
Q1 | $796K | Buy |
5,755
+158
| +3% | +$21.9K | 0.37% | 73 |
|
|
2017
Q4 | $795K | Buy |
5,597
+471
| +9% | +$66.9K | 0.38% | 71 |
|
|
2017
Q3 | $701K | Sell |
5,126
-369
| -7% | -$50.5K | 0.36% | 70 |
|
|
2017
Q2 | $722K | Sell |
5,495
-192
| -3% | -$25.2K | 0.38% | 71 |
|
|
2017
Q1 | $727K | Buy |
5,687
+170
| +3% | +$21.7K | 0.38% | 71 |
|
|
2016
Q4 | $592K | Buy |
+5,517
| New | +$592K | 0.35% | 79 |
|