TrueWealth LLC’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $194K | Hold |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $197K | Hold |
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|
2019
Q2 | $182K | Hold |
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|
2019
Q1 | $175K | Hold |
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|
2018
Q4 | $141K | Hold |
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|
2018
Q3 | $129K | Sell |
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|
2018
Q2 | $136K | Buy |
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|
2018
Q1 | $134K | Sell |
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|
2017
Q4 | $244K | Buy |
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