Fortis Group Advisors’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 |
-1,225
| Closed | -$250K | – | 514 |
|
|
2023
Q4 | $250K | Hold |
1,225
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $250K | Buy |
1,225
+104
| +9% | +$21.2K | 0.08% | 107 |
|
|
2023
Q2 | $217K | Sell |
1,121
-109
| -9% | -$21.1K | 0.06% | 125 |
|
|
2023
Q1 | $251K | Buy |
+1,230
| New | +$251K | 0.08% | 107 |
|
|
2020
Q3 | $11.2M | Buy |
+46,303
| New | +$11.2M | 2.17% | 12 |
|