McClarren Financial Advisors’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-170	Closed	-$37K	–	93
2025 Q1	$37K	Hold	170	–	–	0.02%	154
2024 Q4	$31K	Buy	170 +1	+0.6%	+$207	0.09%	106
2024 Q3	$39	Sell	169 -219	-56%	-$48.6K	﹤0.01%	132
2024 Q2	$32K	Buy	388 +261	+206%	+$48.8K	0.02%	177
2024 Q1	$25K	Sell	127 -41	-24%	-$8.17K	0.02%	192
2023 Q4	$36K	Buy	168 +2	+1%	+$378	0.03%	184
2023 Q3	$27K	Buy	+166	New	+$30.3K	0.02%	186
2023 Q2	–	Sell	-162	Closed	-$32K	–	331
2023 Q1	$32K	Hold	162	–	–	0.03%	171
2022 Q4	$34K	Buy	162 +1	+0.6%	+$208	0.03%	172
2022 Q3	$34K	Buy	+161	New	+$41.4K	0.03%	161
2022 Q2	–	Sell	-159	Closed	-$40K	–	47
2022 Q1	$40K	Sell	159 -1	-0.6%	-$244	0.03%	140
2021 Q4	$47K	Buy	160 +3	+2%	+$820	0.03%	144
2021 Q3	$41K	Buy	157 +40	+34%	+$11.4K	0.03%	129
2021 Q2	$31K	Hold	117	–	–	0.03%	148
2021 Q1	$28K	Buy	117 +2	+2%	+$445	0.03%	136
2020 Q4	$26K	Buy	+115	New	+$26.7K	0.03%	127