SSWM
Strait & Sound Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-935
| Closed | -$217K | – | 146 |
|
|
2024
Q3 | $217K | Buy |
+935
| New | +$217K | 0.11% | 133 |
|
|
2024
Q2 | – | Sell |
-1,324
| Closed | -$236K | – | 145 |
|
|
2024
Q1 | $236K | Buy |
1,324
+100
| +8% | +$17.9K | 0.13% | 118 |
|
|
2023
Q4 | $251K | Sell |
1,224
-50
| -4% | -$10.2K | 0.16% | 111 |
|
|
2023
Q3 | $210K | Sell |
1,274
-143
| -10% | -$23.5K | 0.18% | 123 |
|
|
2023
Q2 | $275K | Sell |
1,417
-230
| -14% | -$44.6K | 0.27% | 80 |
|
|
2023
Q1 | $337K | Buy |
1,647
+25
| +2% | +$5.11K | 0.33% | 74 |
|
|
2022
Q4 | $375K | Buy |
+1,622
| New | +$375K | 0.41% | 63 |
|