Carroll Financial 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
Q4 | $861K | Buy |
3,016
+135
| +5% | +$38.5K | 0.05% | 194 |
|
|
2021
Q3 | $764K | Buy |
2,881
+9
| +0.3% | +$2.39K | 0.04% | 214 |
|
|
2021
Q2 | $775K | Buy |
2,872
+74
| +3% | +$20K | 0.04% | 203 |
|
|
2021
Q1 | $668K | Buy |
2,798
+11
| +0.4% | +$2.63K | 0.04% | 211 |
|
|
2020
Q4 | $625K | Hold |
2,787
| – | – | 0.04% | 214 |
|
|
2020
Q3 | $673K | Hold |
2,787
| – | – | 0.05% | 187 |
|
|
2020
Q2 | $720K | Hold |
2,787
| – | – | 0.06% | 175 |
|
|
2020
Q1 | $606K | Hold |
2,787
| – | – | 0.06% | 178 |
|
|
2019
Q4 | $640K | Buy |
2,787
+205
| +8% | +$47.1K | 0.05% | 194 |
|
|
2019
Q3 | $570K | Sell |
2,582
-16
| -0.6% | -$3.53K | 0.05% | 195 |
|
|
2019
Q2 | $531K | Sell |
2,598
-60
| -2% | -$12.3K | 0.05% | 206 |
|
|
2019
Q1 | $523K | Sell |
2,658
-122
| -4% | -$24K | 0.05% | 186 |
|
|
2018
Q4 | $442K | Hold |
2,780
| – | – | 0.05% | 167 |
|
|
2018
Q3 | $403K | Buy |
2,780
+40
| +1% | +$5.8K | 0.04% | 199 |
|
|
2018
Q2 | $395K | Buy |
2,740
+333
| +14% | +$48K | 0.04% | 195 |
|
|
2018
Q1 | $349K | Sell |
2,407
-75
| -3% | -$10.9K | 0.04% | 210 |
|
|
2017
Q4 | $354K | Hold |
2,482
| – | – | 0.04% | 205 |
|
|
2017
Q3 | $345K | Sell |
2,482
-222
| -8% | -$30.9K | 0.04% | 205 |
|
|
2017
Q2 | $357K | Hold |
2,704
| – | – | 0.04% | 204 |
|
|
2017
Q1 | $328K | Buy |
2,704
+200
| +8% | +$24.3K | 0.04% | 201 |
|
|
2016
Q4 | $264K | Hold |
2,504
| – | – | 0.04% | 210 |
|
|
2016
Q3 | $283K | Sell |
2,504
-27
| -1% | -$3.05K | 0.04% | 196 |
|
|
2016
Q2 | $287K | Sell |
2,531
-150
| -6% | -$17K | 0.05% | 189 |
|
|
2016
Q1 | $274K | Buy |
2,681
+26
| +1% | +$2.66K | 0.05% | 186 |
|
|
2015
Q4 | $257K | Sell |
2,655
-9
| -0.3% | -$871 | 0.05% | 176 |
|
|
2015
Q3 | $255K | Buy |
2,664
+50
| +2% | +$4.79K | 0.06% | 168 |
|
|
2015
Q2 | $244K | Buy |
2,614
+1,825
| +231% | +$170K | 0.05% | 173 |
|
|
2015
Q1 | $74K | Buy |
789
+50
| +7% | +$4.69K | 0.03% | 229 |
|
|
2014
Q4 | $72K | Sell |
739
-2,796
| -79% | -$272K | 0.05% | 198 |
|
|
2014
Q3 | $351K | Buy |
3,535
+300
| +9% | +$29.8K | 0.11% | 114 |
|
|
2014
Q2 | $291K | Buy |
3,235
+1,070
| +49% | +$96.3K | 0.08% | 138 |
|
|
2014
Q1 | $177K | Buy |
2,165
+139
| +7% | +$11.4K | 0.06% | 152 |
|
|
2013
Q4 | $161K | Sell |
2,026
-1,495
| -42% | -$119K | 0.06% | 158 |
|
|
2013
Q3 | $261K | Buy |
3,521
+898
| +34% | +$66.6K | 0.1% | 125 |
|
|
2013
Q2 | $191K | Buy |
+2,623
| New | +$191K | 0.09% | 119 |
|