TrueWealth LLC’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $228K | Sell |
881
-10
| -1% | -$2.59K | 0.1% | 116 |
|
|
2020
Q1 | $194K | Hold |
891
| – | – | 0.09% | 120 |
|
|
2019
Q4 | $205K | Buy |
891
+1
| +0.1% | +$230 | 0.08% | 136 |
|
|
2019
Q3 | $197K | Hold |
890
| – | – | 0.09% | 134 |
|
|
2019
Q2 | $182K | Hold |
890
| – | – | 0.08% | 145 |
|
|
2019
Q1 | $175K | Hold |
890
| – | – | 0.08% | 144 |
|
|
2018
Q4 | $141K | Hold |
890
| – | – | 0.07% | 155 |
|
|
2018
Q3 | $129K | Sell |
890
-51
| -5% | -$7.39K | 0.06% | 176 |
|
|
2018
Q2 | $136K | Buy |
941
+20
| +2% | +$2.89K | 0.06% | 163 |
|
|
2018
Q1 | $134K | Sell |
921
-786
| -46% | -$114K | 0.07% | 160 |
|
|
2017
Q4 | $244K | Buy |
+1,707
| New | +$244K | 0.11% | 114 |
|