Invenio 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
2024 Q1	–	Sell	-944	Closed	-$204K	–	98
2023 Q4	$204K	Sell	944 -373	-28%	-$80.5K	0.15%	95
2023 Q3	$217K	Sell	1,317 -62	-4%	-$10.2K	0.2%	79
2023 Q2	$267K	Buy	+1,379	New	+$267K	0.3%	61