AHS
Aspiriant Holdings S3’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $298K | Hold |
3,076
| – | – | 0.13% | 100 |
|
|
2015
Q3 | $271K | Hold |
3,076
| – | – | 0.12% | 97 |
|
|
2015
Q2 | $287K | Hold |
3,076
| – | – | 0.11% | 98 |
|
|
2015
Q1 | $290K | Buy |
3,076
+40
| +1% | +$3.77K | 0.12% | 99 |
|
|
2014
Q4 | $300K | Hold |
3,036
| – | – | 0.12% | 100 |
|
|
2014
Q3 | $284K | Buy |
3,036
+310
| +11% | +$29K | 0.11% | 97 |
|
|
2014
Q2 | $245K | Sell |
2,726
-13
| -0.5% | -$1.17K | 0.1% | 107 |
|
|
2014
Q1 | $224K | Hold |
2,739
| – | – | 0.09% | 103 |
|
|
2013
Q4 | $219K | Hold |
2,739
| – | – | 0.09% | 101 |
|
|
2013
Q3 | $203K | Sell |
2,739
-1,360
| -33% | -$101K | 0.09% | 102 |
|
|
2013
Q2 | $300K | Buy |
+4,099
| New | +$300K | 0.14% | 89 |
|