CPA
Clear Perspective Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $209K | Buy |
+716
| New | +$209K | 0.06% | 170 |
|
|
2020
Q4 | – | Sell |
-851
| Closed | -$534 | – | 144 |
|
|
2020
Q3 | $534 | Buy |
+851
| New | +$534 | 0.25% | 72 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$13K | – | 157 |
|
|
2018
Q2 | $13K | Hold |
90
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $13K | Hold |
90
| – | – | 0.01% | 333 |
|
|
2017
Q4 | $13K | Hold |
90
| – | – | 0.01% | 320 |
|
|
2017
Q3 | $12K | Hold |
90
| – | – | 0.01% | 323 |
|
|
2017
Q2 | $12K | Buy |
+90
| New | +$12K | 0.01% | 325 |
|