Castle Ridge Investment Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-63,300
| Closed | -$8.38M | – | 19 |
|
|
2017
Q2 | $8.38M | Buy |
+63,300
| New | +$8.38M | 3.06% | 10 |
|
|
2016
Q4 | – | Sell |
-23,435
| Closed | -$2.66M | – | 27 |
|
|
2016
Q3 | $2.66M | Buy |
23,435
+7,200
| +44% | +$816K | 1.25% | 27 |
|
|
2016
Q2 | $1.84M | Sell |
16,235
-23,750
| -59% | -$2.7M | 1.08% | 31 |
|
|
2016
Q1 | $4.09M | Buy |
39,985
+17,735
| +80% | +$1.82M | 2.58% | 18 |
|
|
2015
Q4 | $2.16M | Buy |
+22,250
| New | +$2.16M | 1.03% | 35 |
|