High Net Worth Advisory Group’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-734
| Closed | -$156K | – | 212 |
|
2022
Q4 | $156K | Sell |
734
-40
| -5% | -$8.48K | 0.06% | 204 |
|
2022
Q3 | $166K | Hold |
774
| – | – | 0.07% | 198 |
|
2022
Q2 | $198K | Hold |
774
| – | – | 0.08% | 184 |
|
2022
Q1 | $194K | Hold |
774
| – | – | 0.07% | 187 |
|
2021
Q4 | $226K | Buy |
+774
| New | +$226K | 0.08% | 179 |
|