Berman Capital Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $446K | Buy |
1,681
+191
| +13% | +$50.7K | 0.07% | 146 |
|
2021
Q2 | $402K | Buy |
1,490
+289
| +24% | +$78K | 0.06% | 143 |
|
2021
Q1 | $286K | Buy |
1,201
+213
| +22% | +$50.7K | 0.06% | 153 |
|
2020
Q4 | $221K | Sell |
988
-93
| -9% | -$20.8K | 0.05% | 150 |
|
2020
Q3 | $261K | Sell |
1,081
-136
| -11% | -$32.8K | 0.07% | 123 |
|
2020
Q2 | $314K | Buy |
1,217
+535
| +78% | +$138K | 0.08% | 93 |
|
2020
Q1 | $147K | Buy |
682
+116
| +20% | +$25K | 0.05% | 148 |
|
2019
Q4 | $130K | Buy |
566
+39
| +7% | +$8.96K | 0.04% | 188 |
|
2019
Q3 | $116K | Sell |
527
-20
| -4% | -$4.4K | 0.04% | 196 |
|
2019
Q2 | $112K | Buy |
547
+115
| +27% | +$23.5K | 0.04% | 194 |
|
2019
Q1 | $85K | Buy |
432
+96
| +29% | +$18.9K | 0.03% | 213 |
|
2018
Q4 | $52K | Buy |
+336
| New | +$52K | 0.02% | 247 |
|