PRW Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$220K	Hold	1,277	–	–	0.08%	96
2023 Q2	$238K	Buy	1,277 +180	+16%	+$33.5K	0.08%	65
2023 Q1	$224K	Hold	1,097	–	–	0.09%	99
2022 Q4	$232K	Hold	1,097	–	–	0.1%	58
2022 Q3	$236K	Hold	1,097	–	–	0.11%	78
2022 Q2	$280K	Hold	1,097	–	–	0.16%	64
2022 Q1	$276K	Hold	1,097	–	–	0.12%	82
2021 Q4	$321K	Hold	1,097	–	–	0.15%	73
2021 Q3	$291K	Buy	+1,097	New	+$291K	0.15%	72
2021 Q2	–	Sell	-1,097	Closed	-$262K	–	260
2021 Q1	$262K	Sell	1,097 -93	-8%	-$22.2K	0.13%	76
2020 Q4	$267K	Hold	1,190	–	–	0.15%	74
2020 Q3	$288K	Hold	1,190	–	–	0.21%	60
2020 Q2	$308K	Sell	1,190 -4	-0.3%	-$1.04K	0.25%	53
2020 Q1	$260K	Buy	+1,194	New	+$260K	0.32%	45
2019 Q3	–	Sell	-1,356	Closed	-$277K	–	42
2019 Q2	$277K	Hold	1,356	–	–	0.31%	45
2019 Q1	$267K	Hold	1,356	–	–	0.25%	46
2018 Q4	$215K	Buy	+1,356	New	+$215K	0.27%	54