McKinley Carter Wealth Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,854
| Closed | -$1.03M | – | 297 |
|
2022
Q4 | $1.03M | Sell |
4,854
-107
| -2% | -$22.7K | 0.09% | 139 |
|
2022
Q3 | $1.07M | Buy |
4,961
+53
| +1% | +$11.4K | 0.1% | 126 |
|
2022
Q2 | $1.25M | Buy |
4,908
+665
| +16% | +$170K | 0.11% | 120 |
|
2022
Q1 | $1.07M | Buy |
+4,243
| New | +$1.07M | 0.08% | 144 |
|
2018
Q2 | – | Sell |
-16
| Closed | -$2K | – | 167 |
|
2018
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 423 |
|