LWM
Ledge Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,230
| Closed | -$261K | – | 68 |
|
|
2022
Q4 | $261K | Hold |
1,230
| – | – | 0.12% | 67 |
|
|
2022
Q3 | $264K | Sell |
1,230
-625
| -34% | -$134K | 0.16% | 59 |
|
|
2022
Q2 | $474K | Sell |
1,855
-195
| -10% | -$49.8K | 0.29% | 50 |
|
|
2022
Q1 | $515K | Buy |
+2,050
| New | +$515K | 0.32% | 53 |
|