CONCENTRIC WEALTH MANAGEMENT, LLC – American Tower Corporation Transaction History
CONCENTRIC WEALTH MANAGEMENT, LLC portfolio value:
$1.21M
portfolio value
CONCENTRIC WEALTH MANAGEMENT, LLC quarter portfolio value change:
-16.00%
quarter
American Tower Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.14% | -65 shares | -248K | $214.7 | 5.66K |
| Q2 2022 | share | Decrease | -4.82% | -290 shares | -48K | $255.59 | 5.72K |
| Q1 2022 | share | 0.00% | 0 shares | -248K | $251.22 | 6.01K | |
| Q4 2021 | share | Decrease | -3.30% | -205 shares | 108K | $291.14 | 6.01K |
| Q3 2021 | share | Decrease | -3.72% | -240 shares | -94K | $265.41 | 6.22K |
| Q2 2021 | share | 0.00% | 0 shares | 201K | $268.86 | 6.46K | |
| Q1 2021 | share | Decrease | -2.27% | -150 shares | 60K | $235.6 | 6.46K |
| Q4 2020 | share | Increase | +2.96% | 190 shares | -68K | $221.21 | 6.61K |
| Q3 2020 | share | Increase | +0.31% | 20 shares | -103K | $236.92 | 6.42K |
| Q2 2020 | share | Decrease | -5.81% | -395 shares | 175K | $252.19 | 6.4K |
| Q1 2020 | share | Decrease | -7.36% | -540 shares | -206K | $210.59 | 6.79K |
| Q4 2019 | share | Increase | 0.00% | 7.33K shares | 1.68M | $222.26 | 7.33K |