PWM
Prentice Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-439
| Closed | -$112K | – | 91 |
|
|
2022
Q2 | $112K | Buy |
+439
| New | +$112K | 0.11% | 54 |
|
|
2021
Q4 | – | Sell |
-597
| Closed | -$158K | – | 111 |
|
|
2021
Q3 | $158K | Buy |
597
+5
| +0.8% | +$1.32K | 0.08% | 113 |
|
|
2021
Q2 | $160K | Buy |
592
+192
| +48% | +$51.9K | 0.08% | 111 |
|
|
2021
Q1 | $96K | Buy |
+400
| New | +$96K | 0.05% | 131 |
|