QWP
Quotient Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
2,520
+38
| +2% | +$8.4K | 0.02% | 169 |
|
|
2025
Q1 | $540K | Sell |
2,482
-193
| -7% | -$42K | 0.02% | 168 |
|
|
2024
Q4 | $491K | Sell |
2,675
-704
| -21% | -$129K | 0.02% | 175 |
|
|
2024
Q3 | $786K | Sell |
3,379
-37
| -1% | -$8.61K | 0.03% | 126 |
|
|
2024
Q2 | $664K | Buy |
3,416
+1,154
| +51% | +$224K | 0.02% | 139 |
|
|
2024
Q1 | $447K | Buy |
2,262
+839
| +59% | +$166K | 0.02% | 183 |
|
|
2023
Q4 | $307K | Buy |
+1,423
| New | +$307K | 0.01% | 223 |
|