Independent Solutions 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 |
-1,126
| Closed | -$283K | – | 219 |
|
|
2022
Q1 | $283K | Sell |
1,126
-156
| -12% | -$39.2K | 0.07% | 181 |
|
|
2021
Q4 | $375K | Sell |
1,282
-286
| -18% | -$83.7K | 0.09% | 162 |
|
|
2021
Q3 | $416K | Sell |
1,568
-236
| -13% | -$62.6K | 0.1% | 149 |
|
|
2021
Q2 | $487K | Sell |
1,804
-12
| -0.7% | -$3.24K | 0.12% | 134 |
|
|
2021
Q1 | $434K | Sell |
1,816
-166
| -8% | -$39.7K | 0.12% | 122 |
|
|
2020
Q4 | $445K | Sell |
1,982
-1,435
| -42% | -$322K | 0.14% | 116 |
|
|
2020
Q3 | $826K | Buy |
3,417
+124
| +4% | +$30K | 0.32% | 65 |
|
|
2020
Q2 | $851K | Buy |
3,293
+299
| +10% | +$77.3K | 0.36% | 57 |
|
|
2020
Q1 | $652K | Sell |
2,994
-92
| -3% | -$20K | 0.36% | 55 |
|
|
2019
Q4 | $709K | Buy |
+3,086
| New | +$709K | 0.31% | 66 |
|