Ategra Capital Management’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 Q2	–	Sell	-8,444	Closed	-$1.67M	–	30
2024 Q1	$1.67M	Buy	8,444 +50	+0.6%	+$9.96K	0.77%	32
2023 Q4	$1.81M	Buy	8,394 +1,844	+28%	+$348K	0.81%	31
2023 Q3	$1.08M	Buy	6,550 +643	+11%	+$117K	0.59%	41
2023 Q2	$1.15M	Buy	5,907 +2,090	+55%	+$409K	0.62%	39
2023 Q1	$780K	Buy	3,817 +564	+17%	+$118K	0.44%	50
2022 Q4	$689K	Buy	3,253 +1,014	+45%	+$211K	0.36%	57
2022 Q3	$481K	Hold	2,239	–	–	0.26%	66
2022 Q2	$573K	Hold	2,239	–	–	0.3%	63
2022 Q1	$563K	Buy	2,239 +102	+5%	+$24.9K	0.25%	67
2021 Q4	$625K	Hold	2,137	–	–	0.28%	66
2021 Q3	$567K	Hold	2,137	–	–	0.29%	69
2021 Q2	$578K	Buy	2,137 +417	+24%	+$106K	0.3%	67
2021 Q1	$411K	Buy	1,720 +130	+8%	+$28.9K	0.24%	74
2020 Q4	$357K	Buy	1,590 +6	+0.4%	+$1.4K	0.25%	71
2020 Q3	$383K	Sell	1,584 -240	-13%	-$60.8K	0.34%	59
2020 Q2	$472K	Buy	1,824 +19	+1%	+$4.7K	0.46%	46
2020 Q1	$393K	Hold	1,805	–	–	0.47%	46
2019 Q4	$415K	Hold	1,805	–	–	0.36%	53
2019 Q3	$399K	Hold	1,805	–	–	0.37%	58
2019 Q2	$369K	Buy	1,805 +53	+3%	+$10.7K	0.35%	67
2019 Q1	$345K	Buy	+1,752	New	+$307K	0.34%	66