Independent Wealth Network’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 |
-1,483
| Closed | -$320K | – | 225 |
|
|
2023
Q4 | $320K | Buy |
1,483
+4
| +0.3% | +$864 | 0.17% | 144 |
|
|
2023
Q3 | $243K | Sell |
1,479
-28
| -2% | -$4.61K | 0.15% | 161 |
|
|
2023
Q2 | $292K | Buy |
1,507
+150
| +11% | +$29.1K | 0.18% | 152 |
|
|
2023
Q1 | $277K | Buy |
1,357
+411
| +43% | +$84K | 0.18% | 141 |
|
|
2022
Q4 | $200K | Buy |
+946
| New | +$200K | 0.14% | 179 |
|
|
2022
Q3 | – | Sell |
-852
| Closed | -$218K | – | 177 |
|
|
2022
Q2 | $218K | Sell |
852
-36
| -4% | -$9.21K | 0.16% | 160 |
|
|
2022
Q1 | $223K | Buy |
888
+34
| +4% | +$8.54K | 0.14% | 176 |
|
|
2021
Q4 | $250K | Buy |
854
+7
| +0.8% | +$2.05K | 0.15% | 164 |
|
|
2021
Q3 | $238K | Buy |
+847
| New | +$238K | 0.16% | 169 |
|