SWS
SYSTM Wealth Solutions’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,824
| Closed | -$552K | – | 117 |
|
|
2024
Q2 | $552K | Sell |
2,824
-7,587
| -73% | -$1.48M | 0.12% | 138 |
|
|
2024
Q1 | $2.06M | Buy |
10,411
+333
| +3% | +$65.8K | 0.26% | 112 |
|
|
2023
Q4 | $2.19M | Buy |
10,078
+237
| +2% | +$51.4K | 0.3% | 96 |
|
|
2023
Q3 | $1.62M | Sell |
9,841
-1,004
| -9% | -$165K | 0.25% | 113 |
|
|
2023
Q2 | $2.1M | Buy |
10,845
+622
| +6% | +$121K | 0.28% | 93 |
|
|
2023
Q1 | $2.09M | Buy |
10,223
+1,610
| +19% | +$329K | 0.32% | 76 |
|
|
2022
Q4 | $1.82M | Buy |
+8,613
| New | +$1.82M | 0.23% | 127 |
|