KCFA
Key Client Fiduciary Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,140
| Closed | -$265K | – | 190 |
|
|
2024
Q3 | $265K | Buy |
1,140
+8
| +0.7% | +$1.86K | 0.12% | 159 |
|
|
2024
Q2 | $220K | Sell |
1,132
-47
| -4% | -$9.14K | 0.11% | 165 |
|
|
2024
Q1 | $233K | Buy |
1,179
+115
| +11% | +$22.7K | 0.12% | 153 |
|
|
2023
Q4 | $230K | Buy |
+1,064
| New | +$230K | 0.13% | 152 |
|
|
2023
Q3 | – | Sell |
-1,165
| Closed | -$226K | – | 169 |
|
|
2023
Q2 | $226K | Sell |
1,165
-63
| -5% | -$12.2K | 0.13% | 154 |
|
|
2023
Q1 | $251K | Buy |
1,228
+15
| +1% | +$3.06K | 0.16% | 139 |
|
|
2022
Q4 | $257K | Buy |
+1,213
| New | +$257K | 0.17% | 123 |
|