Alera Investment Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $645K | Sell |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $191K | Buy |
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