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Simplicity Wealth’s American Tower AMT Stock Holding History

Simplicity Wealth’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$415K Buy
+1,876
New +$415K 0.02% 498
2024
Q3 		– Sell
-7,867
Closed -$1.53M – 522
2024
Q2 		$1.53M Sell
7,867
-462
-6% -$89.8K 0.03% 414
2024
Q1 		$1.65M Buy
+8,329
New +$1.65M 0.04% 387