Cassady Schiller 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 | $9.9K | Buy |
54
+42
| +350% | +$7.7K | ﹤0.01% | 343 |
|
|
2024
Q3 | $2.79K | Hold |
12
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $2.33K | Hold |
12
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $2.37K | Buy |
+12
| New | +$2.37K | ﹤0.01% | 416 |
|
|
2023
Q4 | – | Sell |
-76
| Closed | -$12.5K | – | 438 |
|
|
2023
Q3 | $12.5K | Hold |
76
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $14.7K | Hold |
76
| – | – | 0.01% | 306 |
|
|
2023
Q1 | $15.5K | Sell |
76
-8
| -10% | -$1.64K | 0.01% | 290 |
|
|
2022
Q4 | $17.8K | Buy |
+84
| New | +$17.8K | 0.01% | 276 |
|
|
2022
Q1 | – | Sell |
-85
| Closed | -$25K | – | 136 |
|
|
2021
Q4 | $25K | Buy |
+85
| New | +$25K | 0.02% | 254 |
|