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Marshall Financial Group (Maryland)’s American Tower AMT Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio AMT Stock Details AMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,109
Closed -$431K – 176
2023
Q1 		$431K Sell
2,109
-5,355
-72% -$1.09M 0.15% 134
2022
Q4 		$1.58M Buy
+7,464
New +$1.58M 0.61% 54