EWM
EPG Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,263
| Closed | -$335K | – | 398 |
|
|
2021
Q3 | $335K | Buy |
+1,263
| New | +$335K | 0.13% | 147 |
|
|
2020
Q2 | – | Sell |
-303
| Closed | -$66K | – | 167 |
|
|
2020
Q1 | $66K | Buy |
303
+114
| +60% | +$24.8K | 0.05% | 236 |
|
|
2019
Q4 | $44K | Buy |
+189
| New | +$44K | 0.03% | 250 |
|