SFSG
Sound Financial Strategies Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,456
| Closed | -$352K | – | 83 |
|
|
2020
Q3 | $352K | Sell |
1,456
-23
| -2% | -$5.56K | 0.22% | 56 |
|
|
2020
Q2 | $382K | Sell |
1,479
-14
| -0.9% | -$3.62K | 0.25% | 52 |
|
|
2020
Q1 | $325K | Sell |
1,493
-4,453
| -75% | -$969K | 0.22% | 57 |
|
|
2019
Q4 | $1.37M | Buy |
+5,946
| New | +$1.37M | 0.87% | 38 |
|