Braun-Bostich & Associates’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,099
| Closed | -$217K | – | 111 |
|
|
2024
Q1 | $217K | Sell |
1,099
-710
| -39% | -$140K | 0.18% | 120 |
|
|
2023
Q4 | $391K | Sell |
1,809
-260
| -13% | -$56.1K | 0.35% | 71 |
|
|
2023
Q3 | $340K | Buy |
+2,069
| New | +$340K | 0.63% | 27 |
|
|
2020
Q4 | – | Sell |
-1,455
| Closed | -$352K | – | 72 |
|
|
2020
Q3 | $352K | Buy |
1,455
+1,424
| +4,594% | +$345K | 0.35% | 39 |
|
|
2020
Q2 | $8K | Buy |
+31
| New | +$8K | 0.01% | 230 |
|