MinichMacGregor Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-223	Closed	-$47.2K	–	127
2022 Q4	$47.2K	Buy	+223	New	+$46.4K	0.02%	186
2020 Q3	–	Sell	-2,431	Closed	-$628K	–	64
2020 Q2	$628K	Buy	+2,431	New	+$601K	0.35%	37
2018 Q4	–	Sell	-101	Closed	-$14K	–	113
2018 Q3	$14K	Buy	101 +19	+23%	+$2.79K	0.01%	266
2018 Q2	$11K	Hold	82	–	–	0.01%	289
2018 Q1	$11K	Hold	82	–	–	0.01%	288
2017 Q4	$11K	Hold	82	–	–	0.01%	282
2017 Q3	$11K	Hold	82	–	–	0.01%	262
2017 Q2	$10K	Buy	82 +10	+14%	+$1.28K	0.01%	268
2017 Q1	$8K	Hold	72	–	–	0.01%	299
2016 Q4	$7K	Hold	72	–	–	0.01%	303
2016 Q3	$8K	Sell	72 -1	-1%	-$114	0.01%	292
2016 Q2	$8K	Hold	73	–	–	0.01%	280
2016 Q1	$7K	Buy	73 +40	+121%	+$3.74K	0.01%	286
2015 Q4	$3K	Buy	+33	New	+$3.21K	﹤0.01%	308