MSWM
Mader & Shannon Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-27,182
| Closed | -$6.95M | – | 14 |
|
|
2022
Q2 | $6.95M | Sell |
27,182
-386
| -1% | -$98.7K | 4.15% | 9 |
|
|
2022
Q1 | $6.93M | Buy |
27,568
+957
| +4% | +$240K | 3.76% | 11 |
|
|
2021
Q4 | $7.78M | Buy |
26,611
+356
| +1% | +$104K | 4.31% | 9 |
|
|
2021
Q3 | $6.97M | Sell |
26,255
-17
| -0.1% | -$4.51K | 4.45% | 8 |
|
|
2021
Q2 | $7.1M | Buy |
26,272
+328
| +1% | +$88.6K | 3.66% | 9 |
|
|
2021
Q1 | $6.2M | Buy |
+25,944
| New | +$6.2M | 3.63% | 10 |
|