JWM
Janiczek Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $145K | Sell |
746
-9
| -1% | -$1.76K | 0.03% | 231 |
|
|
2024
Q1 | $149K | Hold |
755
| – | – | 0.03% | 225 |
|
|
2023
Q4 | $163K | Sell |
755
-164
| -18% | -$35.5K | 0.04% | 192 |
|
|
2023
Q3 | $151K | Buy |
919
+723
| +369% | +$119K | 0.04% | 182 |
|
|
2023
Q2 | $38.3K | Hold |
196
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $40.9K | Hold |
196
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $45.8K | Hold |
196
| – | – | 0.01% | 331 |
|
|
2022
Q3 | $37K | Hold |
196
| – | – | 0.01% | 351 |
|
|
2022
Q2 | $53K | Buy |
196
+192
| +4,800% | +$51.9K | 0.02% | 294 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 874 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 853 |
|