LGWM
Litman Gregory Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16
| Closed | -$4K | – | 80 |
|
|
2021
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 169 |
|
|
2020
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 170 |
|
|
2020
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 182 |
|
|
2020
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 149 |
|
|
2020
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 143 |
|
|
2019
Q4 | $4K | Sell |
16
-74
| -82% | -$18.5K | ﹤0.01% | 176 |
|
|
2019
Q3 | $20K | Sell |
90
-73
| -45% | -$16.2K | ﹤0.01% | 112 |
|
|
2019
Q2 | $33K | Buy |
+163
| New | +$33K | 0.01% | 107 |
|