Halpern Financial’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 |
-87
| Closed | -$14.3K | – | 252 |
|
|
2023
Q3 | $14.3K | Sell |
87
-134
| -61% | -$22K | ﹤0.01% | 140 |
|
|
2023
Q2 | $42.9K | Buy |
+221
| New | +$42.9K | 0.01% | 82 |
|
|
2021
Q3 | – | Sell |
-27
| Closed | -$7.29K | – | 258 |
|
|
2021
Q2 | $7.29K | Hold |
27
| – | – | ﹤0.01% | 162 |
|
|
2021
Q1 | $6.46K | Buy |
+27
| New | +$6.46K | ﹤0.01% | 166 |
|