IAG Wealth Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-104
| Closed | -$20.2K | – | 451 |
|
|
2023
Q2 | $20.2K | Sell |
104
-77
| -43% | -$14.9K | 0.01% | 240 |
|
|
2023
Q1 | $37K | Buy |
181
+110
| +155% | +$22.5K | 0.01% | 165 |
|
|
2022
Q4 | $15K | Sell |
71
-9
| -11% | -$1.91K | ﹤0.01% | 245 |
|
|
2022
Q3 | $17K | Sell |
80
-3
| -4% | -$638 | 0.01% | 216 |
|
|
2022
Q2 | $21K | Sell |
83
-64
| -44% | -$16.2K | 0.01% | 197 |
|
|
2022
Q1 | $37K | Buy |
147
+16
| +12% | +$4.03K | 0.01% | 165 |
|
|
2021
Q4 | $38K | Buy |
131
+60
| +85% | +$17.4K | 0.01% | 161 |
|
|
2021
Q3 | $19K | Hold |
71
| – | – | 0.01% | 201 |
|
|
2021
Q2 | $20K | Hold |
71
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $17K | Hold |
71
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $16K | Hold |
71
| – | – | 0.01% | 186 |
|
|
2020
Q3 | $18K | Hold |
71
| – | – | 0.01% | 166 |
|
|
2020
Q2 | $19K | Hold |
71
| – | – | 0.01% | 165 |
|
|
2020
Q1 | $16K | Hold |
71
| – | – | 0.01% | 162 |
|
|
2019
Q4 | $17K | Buy |
+71
| New | +$17K | 0.01% | 188 |
|