HERITAGE WEALTH MANAGEMENT, LLC AMT Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's American Tower Corp Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held - shares of American Tower Corp(AMT), totaling N/A. This investment constitutes 0% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding American Tower Corp(AMT) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of AMT, at an average price of $220.57, for a total of 20,920.00 shares. In addition, there have been 3 sales at an average price of $188.49 for 20,920.00 shares. Based on historical transaction data and AMT's current price of $231.24, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his AMT holdings is $-671,123.26, reflecting a -14.54% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC AMT ($231.24) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC AMT ($231.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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