CWM
Curi Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,555
| Closed | -$398K | – | 206 |
|
|
2022
Q2 | $398K | Buy |
1,555
+31
| +2% | +$7.93K | 0.08% | 73 |
|
|
2022
Q1 | $383K | Buy |
1,524
+302
| +25% | +$75.9K | 0.07% | 71 |
|
|
2021
Q4 | $357K | Sell |
1,222
-1
| -0.1% | -$292 | 0.06% | 80 |
|
|
2021
Q3 | $324K | Hold |
1,223
| – | – | 0.15% | 60 |
|
|
2021
Q2 | $330K | Buy |
1,223
+7
| +0.6% | +$1.89K | 0.17% | 64 |
|
|
2021
Q1 | $290K | Buy |
1,216
+18
| +2% | +$4.29K | 0.18% | 67 |
|
|
2020
Q4 | $268K | Buy |
+1,198
| New | +$268K | 0.19% | 69 |
|