Kore Private Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-197
| Closed | -$50K | – | 312 |
|
|
2020
Q2 | $50K | Buy |
197
+19
| +11% | +$4.82K | 0.01% | 455 |
|
|
2020
Q1 | $39K | Buy |
178
+24
| +16% | +$5.26K | 0.01% | 463 |
|
|
2019
Q4 | $35K | Buy |
+154
| New | +$35K | 0.01% | 528 |
|
|
2019
Q2 | – | Sell |
-177
| Closed | -$35K | – | 260 |
|
|
2019
Q1 | $35K | Sell |
177
-232
| -57% | -$45.9K | 0.01% | 438 |
|
|
2018
Q4 | $65K | Buy |
+409
| New | +$65K | 0.02% | 329 |
|