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Legacy Wealth Management (Idaho)’s American Tower AMT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio AMT Stock Details AMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$30.9K Hold
140
– – 0.02% 197
2025
Q1 		$30.5K Hold
140
– – 0.02% 192
2024
Q4 		$26.4K Sell
140
-8
-5% -$1.51K 0.02% 180
2024
Q3 		$28.9K Buy
+148
New +$28.9K 0.02% 165