Cavalier Investments’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,625
| Closed | -$556K | – | 66 |
|
|
2022
Q4 | $556K | Sell |
2,625
-168
| -6% | -$35.6K | 0.2% | 84 |
|
|
2022
Q3 | $600K | Sell |
2,793
-1,001
| -26% | -$215K | 0.22% | 80 |
|
|
2022
Q2 | $970K | Sell |
3,794
-1,251
| -25% | -$320K | 0.34% | 58 |
|
|
2022
Q1 | $1.27M | Sell |
5,045
-546
| -10% | -$137K | 0.33% | 71 |
|
|
2021
Q4 | $1.64M | Buy |
5,591
+39
| +0.7% | +$11.4K | 0.42% | 76 |
|
|
2021
Q3 | $1.47M | Buy |
+5,552
| New | +$1.47M | 0.47% | 83 |
|
|
2020
Q3 | – | Sell |
-2,329
| Closed | -$602K | – | 69 |
|
|
2020
Q2 | $602K | Sell |
2,329
-3,871
| -62% | -$1M | 0.35% | 63 |
|
|
2020
Q1 | $1.35M | Hold |
6,200
| – | – | 0.8% | 35 |
|
|
2019
Q4 | $1.43M | Buy |
+6,200
| New | +$1.43M | 0.62% | 48 |
|