WWM
Willingdon Wealth Management’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 289 |
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 338 |
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 380 |
|
2018
Q4 | – | Sell |
-15
| Closed | -$2K | – | 337 |
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 357 |
|
2018
Q1 | – | Sell |
-30
| Closed | -$4K | – | 335 |
|
2017
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 300 |
|