AWS
AJ Wealth Strategies’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $247K | Buy |
1,272
+57
| +5% | +$11.1K | 0.01% | 259 |
|
|
2023
Q1 | $248K | Buy |
1,215
+3
| +0.2% | +$613 | 0.01% | 253 |
|
|
2022
Q4 | $257K | Buy |
1,212
+110
| +10% | +$23.3K | 0.01% | 249 |
|
|
2022
Q3 | $237K | Buy |
1,102
+320
| +41% | +$68.8K | 0.01% | 262 |
|
|
2022
Q2 | $200K | Sell |
782
-2,003
| -72% | -$512K | 0.01% | 279 |
|
|
2022
Q1 | $700K | Hold |
2,785
| – | – | 0.03% | 167 |
|
|
2021
Q4 | $815K | Buy |
2,785
+922
| +49% | +$270K | 0.04% | 153 |
|
|
2021
Q3 | $494K | Hold |
1,863
| – | – | 0.03% | 193 |
|
|
2021
Q2 | $503K | Hold |
1,863
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $445K | Buy |
+1,863
| New | +$445K | 0.03% | 174 |
|