Triad Financial Advisors’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 |
-1,014
| Closed | -$207K | – | 95 |
|
|
2023
Q1 | $207K | Hold |
1,014
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $215K | Hold |
1,014
| – | – | 0.1% | 104 |
|
|
2022
Q3 | $218K | Hold |
1,014
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $259K | Hold |
1,014
| – | – | 0.14% | 84 |
|
|
2022
Q1 | $255K | Hold |
1,014
| – | – | 0.14% | 95 |
|
|
2021
Q4 | $297K | Buy |
+1,014
| New | +$297K | 0.18% | 85 |
|