Gupta Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $224K | Sell |
2,190
-183
| -8% | -$18.7K | 0.05% | 230 |
|
|
2015
Q4 | $230K | Sell |
2,373
-106
| -4% | -$10.3K | 0.06% | 230 |
|
|
2015
Q3 | $218K | Sell |
2,479
-3
| -0.1% | -$264 | 0.05% | 237 |
|
|
2015
Q2 | $232K | Buy |
2,482
+1,229
| +98% | +$115K | 0.06% | 237 |
|
|
2015
Q1 | $118K | Buy |
+1,253
| New | +$118K | 0.03% | 281 |
|