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Phoenix Wealth Advisors’s American Tower AMT Stock Holding History

Phoenix Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-604
Closed -$160K – 130
2021
Q3 		$160K Hold
604
– – 0.12% 124
2021
Q2 		$167K Hold
604
– – 0.12% 128
2021
Q1 		$145K Hold
604
– – 0.11% 132
2020
Q4 		$136K Buy
+604
New +$136K 0.1% 130