SteelPeak Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+1,063
| New | +$235K | 0.01% | 442 |
|
|
2025
Q1 | – | Sell |
-4,995
| Closed | -$924K | – | 489 |
|
|
2024
Q4 | $924K | Buy |
+4,995
| New | +$924K | 0.04% | 246 |
|
|
2023
Q4 | – | Sell |
-2,092
| Closed | -$344K | – | 391 |
|
|
2023
Q3 | $344K | Buy |
+2,092
| New | +$344K | 0.02% | 300 |
|
|
2022
Q2 | – | Sell |
-2,555
| Closed | -$642K | – | 393 |
|
|
2022
Q1 | $642K | Buy |
2,555
+1,041
| +69% | +$262K | 0.04% | 236 |
|
|
2021
Q4 | $443K | Buy |
1,514
+400
| +36% | +$117K | 0.03% | 267 |
|
|
2021
Q3 | $296K | Buy |
+1,114
| New | +$296K | 0.02% | 322 |
|