Broadleaf Partners’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 | – | Sell |
-15,974
| Closed | -$4.32M | – | 73 |
|
|
2021
Q2 | $4.32M | Sell |
15,974
-589
| -4% | -$159K | 1.5% | 28 |
|
|
2021
Q1 | $3.96M | Buy |
16,563
+710
| +4% | +$170K | 1.49% | 26 |
|
|
2020
Q4 | $3.56M | Sell |
15,853
-15
| -0.1% | -$3.37K | 1.4% | 27 |
|
|
2020
Q3 | $3.84M | Buy |
15,868
+3,858
| +32% | +$933K | 1.69% | 24 |
|
|
2020
Q2 | $3.11M | Buy |
12,010
+3,369
| +39% | +$871K | 1.52% | 25 |
|
|
2020
Q1 | $1.88M | Sell |
8,641
-3,235
| -27% | -$705K | 1.21% | 32 |
|
|
2019
Q4 | $2.73M | Sell |
11,876
-110
| -0.9% | -$25.3K | 1.49% | 30 |
|
|
2019
Q3 | $2.65M | Sell |
11,986
-3,359
| -22% | -$743K | 1.66% | 30 |
|
|
2019
Q2 | $3.14M | Buy |
15,345
+4,718
| +44% | +$965K | 2.01% | 26 |
|
|
2019
Q1 | $2.09M | Sell |
10,627
-143
| -1% | -$28.2K | 1.46% | 30 |
|
|
2018
Q4 | $1.7M | Sell |
10,770
-184
| -2% | -$29.1K | 1.36% | 31 |
|
|
2018
Q3 | $1.59M | Sell |
10,954
-216
| -2% | -$31.4K | 1.07% | 35 |
|
|
2018
Q2 | $1.61M | Sell |
11,170
-7,662
| -41% | -$1.1M | 1.18% | 35 |
|
|
2018
Q1 | $2.74M | Buy |
18,832
+129
| +0.7% | +$18.7K | 2.11% | 21 |
|
|
2017
Q4 | $2.67M | Buy |
+18,703
| New | +$2.67M | 2.22% | 21 |
|