Quantum Private Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,225
| Closed | -$264K | – | 180 |
|
|
2023
Q4 | $264K | Sell |
1,225
-7
| -0.6% | -$1.51K | 0.11% | 151 |
|
|
2023
Q3 | $203K | Hold |
1,232
| – | – | 0.1% | 165 |
|
|
2023
Q2 | $239K | Sell |
1,232
-451
| -27% | -$87.5K | 0.11% | 158 |
|
|
2023
Q1 | $344K | Sell |
1,683
-87
| -5% | -$17.8K | 0.19% | 121 |
|
|
2022
Q4 | $375K | Sell |
1,770
-219
| -11% | -$46.4K | 0.24% | 106 |
|
|
2022
Q3 | $427K | Sell |
1,989
-206
| -9% | -$44.2K | 0.27% | 95 |
|
|
2022
Q2 | $561K | Sell |
2,195
-216
| -9% | -$55.2K | 0.33% | 70 |
|
|
2022
Q1 | $605K | Hold |
2,411
| – | – | 0.26% | 77 |
|
|
2021
Q4 | $705K | Buy |
+2,411
| New | +$705K | 0.27% | 77 |
|