CWM
Chesapeake Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,384
| Closed | -$331K | – | 222 |
|
|
2021
Q1 | $331K | Sell |
1,384
-411
| -23% | -$98.3K | 0.11% | 171 |
|
|
2020
Q4 | $403K | Buy |
1,795
+110
| +7% | +$24.7K | 0.14% | 145 |
|
|
2020
Q3 | $407K | Buy |
1,685
+402
| +31% | +$97.1K | 0.15% | 137 |
|
|
2020
Q2 | $332K | Buy |
+1,283
| New | +$332K | 0.13% | 153 |
|