Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $351K | Hold |
2,888
| – | – | 0.12% | 168 |
|
|
2016
Q4 | $305K | Hold |
2,888
| – | – | 0.11% | 169 |
|
|
2016
Q3 | $327K | Sell |
2,888
-71
| -2% | -$8.04K | 0.12% | 160 |
|
|
2016
Q2 | $336K | Buy |
2,959
+1,013
| +52% | +$115K | 0.13% | 151 |
|
|
2016
Q1 | $199K | Hold |
1,946
| – | – | 0.08% | 187 |
|
|
2015
Q4 | $189K | Sell |
1,946
-100
| -5% | -$9.71K | 0.08% | 193 |
|
|
2015
Q3 | $180K | Sell |
2,046
-383
| -16% | -$33.7K | 0.08% | 198 |
|
|
2015
Q2 | $227K | Sell |
2,429
-101
| -4% | -$9.44K | 0.09% | 176 |
|
|
2015
Q1 | $238K | Buy |
+2,530
| New | +$238K | 0.1% | 161 |
|