Graves Light Lenhart Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-491
| Closed | -$125K | – | 188 |
|
|
2022
Q2 | $125K | Hold |
491
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $123K | Sell |
491
-12
| -2% | -$3.01K | 0.02% | 230 |
|
|
2021
Q4 | $147K | Hold |
503
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $134K | Hold |
503
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $136K | Sell |
503
-35
| -7% | -$9.46K | 0.02% | 227 |
|
|
2021
Q1 | $129K | Buy |
538
+12
| +2% | +$2.88K | 0.02% | 235 |
|
|
2020
Q4 | $118K | Buy |
+526
| New | +$118K | 0.02% | 233 |
|