SHWM
Smith & Howard Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,084
| Closed | -$243K | – | 64 |
|
|
2020
Q4 | $243K | Hold |
1,084
| – | – | 0.13% | 54 |
|
|
2020
Q3 | $262K | Hold |
1,084
| – | – | 0.15% | 51 |
|
|
2020
Q2 | $280K | Sell |
1,084
-66
| -6% | -$17K | 0.17% | 52 |
|
|
2020
Q1 | $250K | Sell |
1,150
-23
| -2% | -$5K | 0.16% | 54 |
|
|
2019
Q4 | $270K | Buy |
+1,173
| New | +$270K | 0.09% | 67 |
|