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CIC Wealth’s American Tower AMT Stock Holding History

CIC Wealth’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-989
Closed -$202K – 161
2023
Q1 		$202K Sell
989
-39
-4% -$7.97K 0.08% 153
2022
Q4 		$218K Buy
+1,028
New +$218K 0.09% 151