Amplius Wealth Advisors’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,352
Closed -$339K 174
2022
Q1
$339K Sell
1,352
-20
-1% -$5.02K 0.05% 125
2021
Q4
$401K Buy
+1,372
New +$401K 0.06% 127