LWA
Lantern Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,100
| Closed | -$256K | – | 136 |
|
|
2024
Q3 | $256K | Hold |
1,100
| – | – | 0.18% | 108 |
|
|
2024
Q2 | $214K | Hold |
1,100
| – | – | 0.16% | 121 |
|
|
2024
Q1 | $217K | Sell |
1,100
-100
| -8% | -$19.8K | 0.15% | 120 |
|
|
2023
Q4 | $259K | Buy |
+1,200
| New | +$259K | 0.2% | 97 |
|