Holistic Financial Partners’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,018	Closed	-$220K	–	138
2023 Q4	$220K	Buy	+1,018	New	+$220K	0.13%	106
2018 Q2	–	Hold	0	–	-$53K	–	51
2018 Q1	–	Hold	0	–	-$40K	–	185
2017 Q4	–	Hold	0	–	–	–	218