Calton & Associates’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 |
-867
| Closed | -$234K | – | 400 |
|
|
2021
Q2 | $234K | Buy |
+867
| New | +$234K | 0.04% | 350 |
|
|
2021
Q1 | – | Sell |
-953
| Closed | -$214K | – | 400 |
|
|
2020
Q4 | $214K | Sell |
953
-671
| -41% | -$151K | 0.04% | 350 |
|
|
2020
Q3 | $393K | Buy |
1,624
+17
| +1% | +$4.11K | 0.08% | 189 |
|
|
2020
Q2 | $416K | Sell |
1,607
-205
| -11% | -$53.1K | 0.09% | 171 |
|
|
2020
Q1 | $395K | Sell |
1,812
-59
| -3% | -$12.9K | 0.1% | 166 |
|
|
2019
Q4 | $430K | Buy |
+1,871
| New | +$430K | 0.09% | 191 |
|