Sweet Financial Partners’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$763K Hold
3,280
0.17% 97
2024
Q2
$638K Hold
3,280
0.15% 105
2024
Q1
$648K Sell
3,280
-11
-0.3% -$2.17K 0.15% 106
2023
Q4
$710K Hold
3,291
0.17% 91
2023
Q3
$541K Buy
+3,291
New +$541K 0.14% 97