Castellan Group’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,350
| Closed | -$3.8M | – | 62 |
|
|
2024
Q3 | $3.8M | Sell |
16,350
-891
| -5% | -$207K | 1.6% | 27 |
|
|
2024
Q2 | $3.35M | Buy |
17,241
+2,142
| +14% | +$416K | 1.6% | 26 |
|
|
2024
Q1 | $2.98M | Buy |
15,099
+903
| +6% | +$178K | 1.53% | 27 |
|
|
2023
Q4 | $3.06M | Sell |
14,196
-1,534
| -10% | -$331K | 1.9% | 23 |
|
|
2023
Q3 | $2.59M | Buy |
15,730
+3,084
| +24% | +$507K | 1.82% | 23 |
|
|
2023
Q2 | $2.45M | Buy |
12,646
+688
| +6% | +$133K | 1.57% | 29 |
|
|
2023
Q1 | $2.44M | Buy |
+11,958
| New | +$2.44M | 1.67% | 24 |
|