TrueWealth Advisors’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,313
Closed -$259K 220
2024
Q1
$259K Sell
1,313
-854
-39% -$169K 0.1% 172
2023
Q4
$468K Buy
2,167
+710
+49% +$153K 0.18% 93
2023
Q3
$240K Buy
+1,457
New +$240K 0.1% 159