Fermata Advisors’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-753
Closed -$221K 187
2021
Q4
$221K Sell
753
-98
-12% -$28.8K 0.08% 170
2021
Q3
$227K Buy
851
+3
+0.4% +$800 0.1% 157
2021
Q2
$230K Buy
+848
New +$230K 0.13% 131