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CM Wealth Advisors’s American Tower AMT Stock Holding History

CM Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,508
Closed -$285K – 85
2023
Q2 		$285K Sell
1,508
-9,131
-86% -$1.73M 0.09% 109
2023
Q1 		$2.15M Buy
+10,639
New +$2.15M 0.42% 46