TCWP’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,255
| Closed | -$266K | – | 246 |
|
|
2022
Q4 | $266K | Sell |
1,255
-49
| -4% | -$10.4K | 0.05% | 228 |
|
|
2022
Q3 | $279K | Buy |
1,304
+36
| +3% | +$7.7K | 0.06% | 208 |
|
|
2022
Q2 | $324K | Buy |
1,268
+24
| +2% | +$6.13K | 0.07% | 187 |
|
|
2022
Q1 | $312K | Buy |
1,244
+5
| +0.4% | +$1.25K | 0.06% | 211 |
|
|
2021
Q4 | $362K | Buy |
+1,239
| New | +$362K | 0.07% | 181 |
|