Aviso Wealth Management’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,125
Closed -$262K 144
2024
Q3
$262K Sell
1,125
-390
-26% -$90.7K 0.14% 126
2024
Q2
$295K Sell
1,515
-62
-4% -$12.1K 0.17% 112
2024
Q1
$312K Buy
+1,577
New +$312K 0.2% 107