Aft Forsyth & Sober’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 | – | Sell |
-8,000
| Closed | -$1.14M | – | 78 |
|
|
2024
Q3 | $1.14M | Buy |
8,000
+1,800
| +29% | +$257K | 0.38% | 71 |
|
|
2024
Q2 | $1.21M | Hold |
6,200
| – | – | 0.41% | 67 |
|
|
2024
Q1 | $1.23M | Hold |
6,200
| – | – | 0.43% | 68 |
|
|
2023
Q4 | $1.34M | Hold |
6,200
| – | – | 0.52% | 62 |
|
|
2023
Q3 | $1.02M | Hold |
6,200
| – | – | 0.43% | 71 |
|
|
2023
Q2 | $1.2M | Hold |
6,200
| – | – | 0.5% | 61 |
|
|
2023
Q1 | $1.27M | Hold |
6,200
| – | – | 0.64% | 51 |
|
|
2022
Q4 | $1.31M | Hold |
6,200
| – | – | 0.59% | 50 |
|
|
2022
Q3 | $1.33M | Hold |
6,200
| – | – | 0.65% | 43 |
|
|
2022
Q2 | $1.59M | Hold |
6,200
| – | – | 0.74% | 35 |
|
|
2022
Q1 | $1.56M | Hold |
6,200
| – | – | 0.61% | 44 |
|
|
2021
Q4 | $1.81M | Hold |
6,200
| – | – | 0.64% | 34 |
|
|
2021
Q3 | $1.65M | Buy |
6,200
+1,000
| +19% | +$265K | 0.62% | 40 |
|
|
2021
Q2 | $1.41M | Hold |
5,200
| – | – | 0.53% | 38 |
|
|
2021
Q1 | $1.24M | Buy |
+5,200
| New | +$1.24M | 0.51% | 42 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$65K | – | 33 |
|
|
2020
Q2 | $65K | Buy |
+250
| New | +$65K | 0.46% | 27 |
|