Baker Tilly Wealth Management’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,122
| Closed | -$270K | – | 250 |
|
|
2024
Q3 | $270K | Buy |
+1,122
| New | +$270K | 0.12% | 194 |
|
|
2024
Q1 | – | Sell |
-859
| Closed | -$218K | – | 463 |
|
|
2023
Q4 | $218K | Sell |
859
-212
| -20% | -$53.8K | 0.04% | 440 |
|
|
2023
Q3 | $214K | Sell |
1,071
-2,786
| -72% | -$558K | 0.04% | 431 |
|
|
2023
Q2 | $894K | Buy |
3,857
+35
| +0.9% | +$8.11K | 0.09% | 218 |
|
|
2023
Q1 | $998K | Buy |
3,822
+403
| +12% | +$105K | 0.11% | 199 |
|
|
2022
Q4 | $958K | Buy |
3,419
+1,013
| +42% | +$284K | 0.12% | 192 |
|
|
2022
Q3 | $685K | Sell |
2,406
-305
| -11% | -$86.8K | 0.09% | 232 |
|
|
2022
Q2 | $868K | Buy |
2,711
+92
| +4% | +$29.5K | 0.11% | 199 |
|
|
2022
Q1 | $901K | Buy |
2,619
+563
| +27% | +$194K | 0.1% | 218 |
|
|
2021
Q4 | $800K | Buy |
2,056
+360
| +21% | +$140K | 0.09% | 256 |
|
|
2021
Q3 | $561K | Buy |
1,696
+108
| +7% | +$35.7K | 0.07% | 288 |
|
|
2021
Q2 | $506K | Buy |
1,588
+48
| +3% | +$15.3K | 0.08% | 273 |
|
|
2021
Q1 | $427K | Buy |
+1,540
| New | +$427K | 0.09% | 279 |
|