Heirloom Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-961	Closed	-$224K	–	32
2022 Q1	$224K	Sell	961 -815	-46%	-$190K	0.16%	28
2021 Q4	$441K	Buy	+1,776	New	+$441K	0.38%	24