YorkBridge Wealth Partners’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.7M	Buy	8,032 +340	+4%	+$70.8K	0.43%	60
2022 Q3	$1.65M	Buy	7,692 +66	+0.9%	+$17K	0.43%	58
2022 Q2	$1.95M	Buy	7,626 +53	+0.7%	+$13.3K	0.51%	50
2022 Q1	$1.9M	Sell	7,573 -169	-2%	-$41.2K	0.42%	56
2021 Q4	$2.27M	Buy	7,742 +76	+1%	+$20.8K	0.51%	51
2021 Q3	$2.04M	Buy	7,666 +204	+3%	+$58.2K	0.51%	55
2021 Q2	$2.02M	Buy	7,462 +424	+6%	+$108K	0.53%	53
2021 Q1	$1.68M	Buy	7,038 +623	+10%	+$139K	0.5%	54
2020 Q4	$1.44M	Buy	6,415 +190	+3%	+$44.2K	0.48%	56
2020 Q3	$1.5M	Buy	6,225 +125	+2%	+$31.7K	0.63%	48
2020 Q2	$1.58M	Sell	6,100 -154	-2%	-$38.1K	0.72%	41
2020 Q1	$1.36M	Buy	6,254 +56	+0.9%	+$13K	0.84%	42
2019 Q4	$1.42M	Buy	6,198 +128	+2%	+$27.9K	0.65%	50
2019 Q3	$1.34M	Buy	6,070 +296	+5%	+$64.6K	0.68%	48
2019 Q2	$1.18M	Sell	5,774 -210	-4%	-$42.2K	0.52%	55
2019 Q1	$1.18M	Sell	5,984 -14	-0.2%	-$2.46K	0.54%	56
2018 Q4	$949K	Sell	5,998 -31	-0.5%	-$4.85K	0.5%	56
2018 Q3	$868K	Buy	6,029 +39	+0.7%	+$5.72K	0.4%	68
2018 Q2	$864K	Buy	5,990 +235	+4%	+$32.7K	0.38%	69
2018 Q1	$796K	Buy	5,755 +158	+3%	+$22.3K	0.37%	73
2017 Q4	$795K	Buy	5,597 +471	+9%	+$67.2K	0.38%	71
2017 Q3	$701K	Sell	5,126 -369	-7%	-$51.4K	0.36%	70
2017 Q2	$722K	Sell	5,495 -192	-3%	-$24.6K	0.38%	71
2017 Q1	$727K	Buy	5,687 +170	+3%	+$18.7K	0.38%	71
2016 Q4	$592K	Buy	+5,517	New	+$599K	0.35%	79