TRUE Private Wealth Advisors’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,103	Closed	-$225K	–	243
2023 Q1	$225K	Buy	1,103 +12	+1%	+$2.52K	0.03%	204
2022 Q4	$231K	Buy	1,091 +34	+3%	+$7.08K	0.04%	198
2022 Q3	$227K	Buy	1,057 +36	+4%	+$9.25K	0.03%	186
2022 Q2	$261K	Hold	1,021	–	–	0.04%	183
2022 Q1	$250K	Buy	1,021 +31	+3%	+$7.56K	0.04%	205
2021 Q4	$289K	Buy	990 +85	+9%	+$23.2K	0.04%	207
2021 Q3	$241K	Buy	905 +2	+0.2%	+$570	0.04%	210
2021 Q2	$245K	Buy	903 +8	+0.9%	+$2.04K	0.04%	201
2021 Q1	$214K	Sell	895 -139	-13%	-$31K	0.03%	215
2020 Q4	$233K	Buy	1,034 +54	+6%	+$12.6K	0.04%	180
2020 Q3	$238K	Hold	980	–	–	0.04%	169
2020 Q2	$254K	Buy	980 +96	+11%	+$23.7K	0.05%	159
2020 Q1	$192K	Sell	884 -3,194	-78%	-$743K	0.04%	149
2019 Q4	$941K	Buy	4,078 +769	+23%	+$168K	0.14%	90
2019 Q3	$734K	Sell	3,309 -9	-0.3%	-$1.96K	0.13%	95
2019 Q2	$681K	Buy	3,318 +5	+0.2%	+$1K	0.12%	100
2019 Q1	$652K	Buy	3,313 +136	+4%	+$23.9K	0.12%	98
2018 Q4	$505K	Sell	3,177 -3,314	-51%	-$518K	0.09%	137
2018 Q3	$948K	Buy	6,491 +477	+8%	+$70K	0.13%	101
2018 Q2	$871K	Buy	6,014 +563	+10%	+$78.2K	0.14%	103
2018 Q1	$792K	Buy	5,451 +194	+4%	+$27.3K	0.14%	96
2017 Q4	$753K	Buy	5,257 +3,137	+148%	+$448K	0.13%	98
2017 Q3	$291K	Hold	2,120	–	–	0.07%	123
2017 Q2	$281K	Hold	2,120	–	–	0.07%	120
2017 Q1	$258K	Hold	2,120	–	–	0.06%	123
2016 Q4	$218K	Hold	2,120	–	–	0.05%	135
2016 Q3	$238K	Sell	2,120 -8	-0.4%	-$915	0.08%	124
2016 Q2	$241K	Hold	2,128	–	–	0.08%	121
2016 Q1	$218K	Buy	+2,128	New	+$199K	0.08%	118