KWM
Kolinsky Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-997
| Closed | -$215K | – | 144 |
|
|
2023
Q4 | $215K | Buy |
+997
| New | +$215K | 0.19% | 127 |
|
|
2022
Q4 | – | Sell |
-965
| Closed | -$207K | – | 128 |
|
|
2022
Q3 | $207K | Buy |
965
+49
| +5% | +$10.5K | 0.26% | 107 |
|
|
2022
Q2 | $234K | Buy |
+916
| New | +$234K | 0.28% | 101 |
|
|
2022
Q1 | – | Sell |
-754
| Closed | -$221K | – | 144 |
|
|
2021
Q4 | $221K | Buy |
+754
| New | +$221K | 0.2% | 126 |
|