AFWM
AMJ Financial Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,791
| Closed | -$3.1M | – | 84 |
|
|
2020
Q4 | $3.1M | Sell |
13,791
-1,273
| -8% | -$286K | 1.58% | 28 |
|
|
2020
Q3 | $3.64M | Sell |
15,064
-1,383
| -8% | -$334K | 2.15% | 22 |
|
|
2020
Q2 | $4.25M | Buy |
16,447
+4,493
| +38% | +$1.16M | 2.9% | 11 |
|
|
2020
Q1 | $2.6M | Sell |
11,954
-6,588
| -36% | -$1.43M | 4.52% | 10 |
|
|
2019
Q4 | $4.26M | Buy |
+18,542
| New | +$4.26M | 3% | 7 |
|