WR Wealth Planners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $199K | Sell |
1,086
-97
| -8% | -$17.8K | 0.06% | 156 |
|
|
2024
Q3 | $275K | Sell |
1,183
-82
| -6% | -$19.1K | 0.08% | 151 |
|
|
2024
Q2 | $246K | Buy |
1,265
+65
| +5% | +$12.6K | 0.08% | 149 |
|
|
2024
Q1 | $237K | Buy |
1,200
+20
| +2% | +$3.95K | 0.07% | 153 |
|
|
2023
Q4 | $255K | Buy |
1,180
+99
| +9% | +$21.4K | 0.09% | 153 |
|
|
2023
Q3 | $178K | Buy |
1,081
+41
| +4% | +$6.74K | 0.07% | 183 |
|
|
2023
Q2 | $202K | Buy |
1,040
+30
| +3% | +$5.82K | 0.08% | 169 |
|
|
2023
Q1 | $206K | Buy |
1,010
+1,004
| +16,733% | +$205K | 0.09% | 153 |
|
|
2022
Q4 | $1.27K | Hold |
6
| – | – | ﹤0.01% | 420 |
|
|
2022
Q3 | $1.29K | Hold |
6
| – | – | ﹤0.01% | 409 |
|
|
2022
Q2 | $1.53K | Hold |
6
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $1.51K | Buy |
+6
| New | +$1.51K | ﹤0.01% | 446 |
|