Cedar Brook Financial Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,209
| Closed | -$289K | – | 371 |
|
|
2021
Q1 | $289K | Buy |
1,209
+120
| +11% | +$28.7K | 0.1% | 231 |
|
|
2020
Q4 | $244K | Buy |
1,089
+11
| +1% | +$2.47K | 0.09% | 261 |
|
|
2020
Q3 | $261K | Sell |
1,078
-31
| -3% | -$7.51K | 0.1% | 223 |
|
|
2020
Q2 | $287K | Sell |
1,109
-12
| -1% | -$3.11K | 0.13% | 195 |
|
|
2020
Q1 | $244K | Buy |
1,121
+17
| +2% | +$3.7K | 0.14% | 192 |
|
|
2019
Q4 | $254K | Buy |
1,104
+77
| +7% | +$17.7K | 0.11% | 235 |
|
|
2019
Q3 | $227K | Buy |
+1,027
| New | +$227K | 0.1% | 253 |
|