Windsor Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-972	Closed	-$203K	–	166
2023 Q1	$203K	Hold	972	–	–	0.04%	160
2022 Q4	$212K	Sell	972 -96	-9%	-$20K	0.04%	153
2022 Q3	$208K	Hold	1,068	–	–	0.05%	144
2022 Q2	$276K	Sell	1,068 -2,620	-71%	-$657K	0.07%	125
2022 Q1	$982K	Buy	3,688 +5	+0.1%	+$1.22K	0.18%	111
2021 Q4	$1.04M	Buy	3,683 +18	+0.5%	+$4.92K	0.19%	110
2021 Q3	$977K	Buy	3,665 +85	+2%	+$24.2K	0.2%	106
2021 Q2	$967K	Buy	3,580 +234	+7%	+$59.6K	0.21%	100
2021 Q1	$800K	Sell	3,346 -208	-6%	-$46.3K	0.19%	110
2020 Q4	$798K	Sell	3,554 -117	-3%	-$27.2K	0.2%	101
2020 Q3	$870K	Buy	3,671 +945	+35%	+$240K	0.25%	88
2020 Q2	$705K	Buy	2,726 +537	+25%	+$133K	0.22%	97
2020 Q1	$477K	Buy	2,189 +308	+16%	+$71.7K	0.19%	115
2019 Q4	$432K	Buy	1,881 +12	+0.6%	+$2.61K	0.16%	125
2019 Q3	$411K	Sell	1,869 -217	-10%	-$47.4K	0.18%	123
2019 Q2	$422K	Buy	2,086 +379	+22%	+$76.2K	0.19%	125
2019 Q1	$336K	Buy	+1,707	New	+$299K	0.19%	119