Bedel Financial Consulting’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-460
| Closed | -$116K | – | 228 |
|
|
2022
Q1 | $116K | Buy |
460
+2
| +0.4% | +$504 | 0.04% | 249 |
|
|
2021
Q4 | $134K | Buy |
458
+8
| +2% | +$2.34K | 0.04% | 236 |
|
|
2021
Q3 | $119K | Hold |
450
| – | – | 0.04% | 240 |
|
|
2021
Q2 | $122K | Sell |
450
-9
| -2% | -$2.44K | 0.04% | 240 |
|
|
2021
Q1 | $110K | Buy |
459
+5
| +1% | +$1.2K | 0.04% | 243 |
|
|
2020
Q4 | $102K | Hold |
454
| – | – | 0.05% | 222 |
|
|
2020
Q3 | $110K | Sell |
454
-106
| -19% | -$25.7K | 0.06% | 198 |
|
|
2020
Q2 | $145K | Hold |
560
| – | – | 0.08% | 159 |
|
|
2020
Q1 | $122K | Hold |
560
| – | – | 0.08% | 163 |
|
|
2019
Q4 | $129K | Buy |
560
+28
| +5% | +$6.45K | 0.07% | 182 |
|
|
2019
Q3 | $118K | Hold |
532
| – | – | 0.07% | 187 |
|
|
2019
Q2 | $109K | Hold |
532
| – | – | 0.07% | 191 |
|
|
2019
Q1 | $105K | Hold |
532
| – | – | 0.07% | 187 |
|
|
2018
Q4 | $84K | Hold |
532
| – | – | 0.06% | 192 |
|
|
2018
Q3 | $77K | Hold |
532
| – | – | 0.05% | 218 |
|
|
2018
Q2 | $77K | Sell |
532
-117
| -18% | -$16.9K | 0.06% | 217 |
|
|
2018
Q1 | $94K | Buy |
+649
| New | +$94K | 0.07% | 200 |
|