Fiduciary Planning’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,449
| Closed | -$567K | – | 55 |
|
|
2023
Q3 | $567K | Sell |
3,449
-392
| -10% | -$64.5K | 0.27% | 47 |
|
|
2023
Q2 | $745K | Buy |
3,841
+114
| +3% | +$22.1K | 0.34% | 31 |
|
|
2023
Q1 | $762K | Buy |
3,727
+122
| +3% | +$24.9K | 0.36% | 30 |
|
|
2022
Q4 | $764K | Buy |
+3,605
| New | +$764K | 0.37% | 30 |
|
|
2021
Q3 | – | Sell |
-1,683
| Closed | -$455K | – | 68 |
|
|
2021
Q2 | $455K | Buy |
+1,683
| New | +$455K | 0.39% | 45 |
|