Ethos Financial Group’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-991
| Closed | -$216K | – | 287 |
|
|
2023
Q4 | $216K | Sell |
991
-996
| -50% | -$217K | 0.05% | 239 |
|
|
2023
Q3 | $327K | Buy |
1,987
+247
| +14% | +$40.6K | 0.08% | 127 |
|
|
2023
Q2 | $355K | Hold |
1,740
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $355K | Buy |
1,740
+115
| +7% | +$23.5K | 0.11% | 109 |
|
|
2022
Q4 | $347K | Buy |
+1,625
| New | +$347K | 0.12% | 95 |
|