WLPWM
Walled Lake Planning & Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$27K | – | 115 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $27K | Hold |
100
| – | – | 0.02% | 188 |
|
|
2021
Q1 | $24K | Hold |
100
| – | – | 0.02% | 181 |
|
|
2020
Q4 | $22K | Hold |
100
| – | – | 0.02% | 168 |
|
|
2020
Q3 | $24K | Hold |
100
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $26K | Hold |
100
| – | – | 0.02% | 142 |
|
|
2020
Q1 | $22K | Hold |
100
| – | – | 0.02% | 139 |
|
|
2019
Q4 | $23K | Buy |
+100
| New | +$23K | 0.02% | 156 |
|