BerganKDV Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$46K	Sell	237 -71	-23%	-$13.9K	﹤0.01%	387
2023 Q1	$62.9K	Buy	308 +46	+18%	+$9.65K	0.01%	366
2022 Q4	$55.5K	Sell	262 -7	-3%	-$1.46K	0.01%	369
2022 Q3	$58K	Hold	269	–	–	0.01%	358
2022 Q2	$69K	Buy	269 +1	+0.4%	+$251	0.01%	348
2022 Q1	$67K	Buy	268 +2	+0.8%	+$488	0.01%	362
2021 Q4	$78K	Buy	266 +4	+2%	+$1.09K	0.01%	363
2021 Q3	$70K	Buy	262 +133	+103%	+$37.9K	0.01%	360
2021 Q2	$35K	Hold	129	–	–	﹤0.01%	434
2021 Q1	$31K	Hold	129	–	–	﹤0.01%	427
2020 Q4	$29K	Sell	129 -4	-3%	-$930	﹤0.01%	414
2020 Q3	$32K	Hold	133	–	–	0.01%	376
2020 Q2	$34K	Buy	133 +70	+111%	+$17.3K	0.01%	390
2020 Q1	$14K	Sell	63 -50	-44%	-$11.6K	﹤0.01%	456
2019 Q4	$26K	Buy	113 +27	+31%	+$5.88K	﹤0.01%	411
2019 Q3	$19K	Buy	+86	New	+$18.8K	﹤0.01%	434
2019 Q2	–	Hold	0	–	–	–	526
2019 Q1	–	Hold	0	–	–	–	560
2018 Q4	–	Hold	0	–	–	–	528
2018 Q3	–	Hold	0	–	–	–	559