HERITAGE WEALTH MANAGEMENT, LLC – American Tower Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$2.09M
portfolio value
HERITAGE 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 | Increase | +1.61% | 155 shares | -360.17K | $214.7 | 9.77K |
Q2 2022 | share | Increase | +0.71% | 68 shares | 59.17K | $255.59 | 9.62K |
Q1 2022 | share | Increase | +35.21% | 2.48K shares | 524K | $251.22 | 9.55K |
Q3 2021 | share | Increase | +12.23% | 770 shares | 175K | $265.41 | 7.06K |
Q2 2021 | share | Increase | +4.76% | 286 shares | 264K | $268.86 | 6.29K |
Q1 2021 | share | Increase | 0.00% | 6.01K shares | 1.43M | $235.6 | 6.01K |