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Tandem Wealth Advisors’s American Tower AMT Stock Holding History

Tandem Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,342
Closed -$260K – 60
2023
Q2 		$260K Buy
1,342
+272
+25% +$52.8K 0.16% 40
2023
Q1 		$219K Buy
+1,070
New +$219K 0.14% 41