AE Wealth Management’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,212
| Closed | -$276K | – | 1820 |
|
2023
Q4 | $276K | Buy |
1,212
+56
| +5% | +$12.8K | ﹤0.01% | 1747 |
|
2023
Q3 | $231K | Buy |
1,156
+37
| +3% | +$7.41K | ﹤0.01% | 1719 |
|
2023
Q2 | $259K | Buy |
1,119
+307
| +38% | +$71.2K | ﹤0.01% | 1653 |
|
2023
Q1 | $212K | Buy |
812
+46
| +6% | +$12K | ﹤0.01% | 1710 |
|
2022
Q4 | $215K | Sell |
766
-31
| -4% | -$8.69K | ﹤0.01% | 1644 |
|
2022
Q3 | $227K | Buy |
797
+46
| +6% | +$13.1K | ﹤0.01% | 1570 |
|
2022
Q2 | $240K | Buy |
751
+60
| +9% | +$19.2K | ﹤0.01% | 1524 |
|
2022
Q1 | $238K | Sell |
691
-342
| -33% | -$118K | ﹤0.01% | 1518 |
|
2021
Q4 | $402K | Sell |
1,033
-114
| -10% | -$44.4K | ﹤0.01% | 1344 |
|
2021
Q3 | $379K | Buy |
1,147
+268
| +30% | +$88.6K | ﹤0.01% | 1280 |
|
2021
Q2 | $280K | Sell |
879
-83
| -9% | -$26.4K | ﹤0.01% | 1364 |
|
2021
Q1 | $267K | Sell |
962
-39
| -4% | -$10.8K | ﹤0.01% | 1301 |
|
2020
Q4 | $283K | Sell |
1,001
-34
| -3% | -$9.61K | ﹤0.01% | 1163 |
|
2020
Q3 | $330K | Sell |
1,035
-8
| -0.8% | -$2.55K | ﹤0.01% | 1007 |
|
2020
Q2 | $311K | Buy |
1,043
+1
| +0.1% | +$298 | ﹤0.01% | 1004 |
|
2020
Q1 | $281K | Buy |
+1,042
| New | +$281K | 0.01% | 893 |
|