AIA
Affinity Investment Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-951
| Closed | -$221K | – | 132 |
|
|
2024
Q3 | $221K | Buy |
+951
| New | +$221K | 0.15% | 126 |
|
|
2024
Q2 | – | Sell |
-1,023
| Closed | -$202K | – | 123 |
|
|
2024
Q1 | $202K | Sell |
1,023
-4
| -0.4% | -$790 | 0.15% | 122 |
|
|
2023
Q4 | $222K | Buy |
+1,027
| New | +$222K | 0.15% | 169 |
|
|
2023
Q3 | – | Sell |
-2,879
| Closed | -$558K | – | 181 |
|
|
2023
Q2 | $558K | Sell |
2,879
-18
| -0.6% | -$3.49K | 0.32% | 120 |
|
|
2023
Q1 | $592K | Buy |
+2,897
| New | +$592K | 0.32% | 127 |
|
|
2021
Q2 | – | Sell |
-4,620
| Closed | -$1.1M | – | 159 |
|
|
2021
Q1 | $1.1M | Sell |
4,620
-20
| -0.4% | -$4.78K | 0.4% | 69 |
|
|
2020
Q4 | $1.04M | Hold |
4,640
| – | – | 0.42% | 62 |
|
|
2020
Q3 | $1.12M | Buy |
4,640
+1,220
| +36% | +$295K | 0.49% | 57 |
|
|
2020
Q2 | $884K | Buy |
+3,420
| New | +$884K | 0.42% | 65 |
|