RPg Family Wealth Advisory’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-760
| Closed | -$80.3K | – | 270 |
|
|
2016
Q4 | $80.3K | Hold |
760
| – | – | 0.07% | 90 |
|
|
2016
Q3 | $86.1K | Hold |
760
| – | – | 0.06% | 87 |
|
|
2016
Q2 | $86.3K | Sell |
760
-139
| -15% | -$15.8K | 0.04% | 92 |
|
|
2016
Q1 | $92K | Buy |
899
+49
| +6% | +$5.02K | 0.07% | 92 |
|
|
2015
Q4 | $82.4K | Buy |
+850
| New | +$82.4K | 0.08% | 68 |
|