Balasa Dinverno & Foltz’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-888
| Closed | -$227K | – | 337 |
|
|
2022
Q2 | $227K | Buy |
888
+2
| +0.2% | +$511 | 0.01% | 308 |
|
|
2022
Q1 | $223K | Sell |
886
-98
| -10% | -$24.7K | 0.02% | 320 |
|
|
2021
Q4 | $288K | Sell |
984
-16
| -2% | -$4.68K | 0.02% | 277 |
|
|
2021
Q3 | $265K | Buy |
1,000
+117
| +13% | +$31K | 0.02% | 280 |
|
|
2021
Q2 | $239K | Buy |
883
+27
| +3% | +$7.31K | 0.02% | 297 |
|
|
2021
Q1 | $205K | Buy |
+856
| New | +$205K | 0.02% | 297 |
|
|
2020
Q3 | – | Sell |
-797
| Closed | -$206K | – | 260 |
|
|
2020
Q2 | $206K | Buy |
+797
| New | +$206K | 0.02% | 220 |
|