Summit Wealth Group’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-127,099	Closed	-$1K	–	89
2023 Q1	$1K	Buy	+127,099	New	+$1K	0.02%	107
2021 Q3	–	Sell	-190	Closed	-$51K	–	52
2021 Q2	$51K	Hold	190	–	–	0.08%	52
2021 Q1	$45K	Buy	+190	New	+$45K	0.07%	51