KFS
Kaizen Financial Strategies’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-965
| Closed | -$225K | – | 102 |
|
|
2022
Q4 | $225K | Sell |
965
-673
| -41% | -$157K | 0.22% | 106 |
|
|
2022
Q3 | $352K | Buy |
1,638
+9
| +0.6% | +$1.93K | 0.36% | 66 |
|
|
2022
Q2 | $416K | Buy |
1,629
+9
| +0.6% | +$2.3K | 0.41% | 64 |
|
|
2022
Q1 | $407K | Buy |
1,620
+6
| +0.4% | +$1.51K | 0.32% | 72 |
|
|
2021
Q4 | $472K | Buy |
1,614
+796
| +97% | +$233K | 0.35% | 72 |
|
|
2021
Q3 | $217K | Buy |
+818
| New | +$217K | 0.17% | 133 |
|
|
2021
Q1 | $218K | Buy |
911
+5
| +0.6% | +$1.2K | 0.21% | 129 |
|
|
2020
Q4 | $203K | Buy |
+906
| New | +$203K | 0.23% | 112 |
|