Liberty Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-695
| Closed | -$188K | – | 208 |
|
|
2021
Q3 | $188K | Buy |
695
+281
| +68% | +$76K | 0.07% | 174 |
|
|
2021
Q2 | $112K | Buy |
414
+3
| +0.7% | +$812 | 0.04% | 202 |
|
|
2021
Q1 | $96K | Hold |
411
| – | – | 0.05% | 185 |
|
|
2020
Q4 | $96K | Buy |
411
+90
| +28% | +$21K | 0.05% | 183 |
|
|
2020
Q3 | $78K | Sell |
321
-19
| -6% | -$4.62K | 0.05% | 181 |
|
|
2020
Q2 | $88K | Sell |
340
-1
| -0.3% | -$259 | 0.06% | 160 |
|
|
2020
Q1 | $74K | Buy |
341
+227
| +199% | +$49.3K | 0.06% | 169 |
|
|
2019
Q4 | $26K | Hold |
114
| – | – | 0.02% | 366 |
|
|
2019
Q3 | $25K | Buy |
114
+1
| +0.9% | +$219 | 0.02% | 362 |
|
|
2019
Q2 | $23K | Hold |
113
| – | – | 0.02% | 389 |
|
|
2019
Q1 | $22K | Buy |
113
+1
| +0.9% | +$195 | 0.02% | 332 |
|
|
2018
Q4 | $17K | Buy |
+112
| New | +$17K | 0.01% | 348 |
|