Cape Investment Advisory’s American Tower AMT Stock Holding History

Cape Investment Advisory’s Portfolio AMT Stock Details AMT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$225K	Hold
2025 Q1	$222K	Sell
2024 Q4	$194K	Buy
2024 Q3	$244K	Hold
2024 Q2	$204K	Buy
2024 Q1	$128K	Buy
2023 Q4	$69.9K	Buy
2023 Q2	–	Sell
2023 Q1	$16.3K	Buy