Forvis Mazars Wealth Advisors’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,782	Closed	-$624K	–	276
2020 Q4	$624K	Sell	2,782 -56	-2%	-$13K	0.03%	190
2020 Q3	$686K	Sell	2,838 -73	-3%	-$18.5K	0.04%	165
2020 Q2	$753K	Buy	2,911 +272	+10%	+$67.3K	0.05%	152
2020 Q1	$575K	Buy	2,639 +76	+3%	+$17.7K	0.05%	155
2019 Q4	$589K	Sell	2,563 -184	-7%	-$40.1K	0.04%	173
2019 Q3	$607K	Buy	2,747 +49	+2%	+$10.7K	0.05%	144
2019 Q2	$552K	Sell	2,698 -436	-14%	-$87.6K	0.04%	154
2019 Q1	$618K	Buy	3,134 +46	+1%	+$8.07K	0.05%	140
2018 Q4	$488K	Buy	3,088 +37	+1%	+$5.78K	0.05%	138
2018 Q3	$443K	Sell	3,051 -81	-3%	-$11.9K	0.04%	161
2018 Q2	$452K	Buy	3,132 +82	+3%	+$11.4K	0.04%	150
2018 Q1	$443K	Sell	3,050 -13	-0.4%	-$1.83K	0.04%	161
2017 Q4	$437K	Buy	3,063 +259	+9%	+$37K	0.04%	162
2017 Q3	$383K	Sell	2,804 -156	-5%	-$21.7K	0.04%	160
2017 Q2	$392K	Buy	2,960 +61	+2%	+$7.81K	0.04%	153
2017 Q1	$352K	Buy	2,899 +355	+14%	+$39.1K	0.04%	158
2016 Q4	$269K	Buy	+2,544	New	+$276K	0.04%	167