Cerity Partners OCIO’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $811K | Sell |
3,826
-415
| -10% | -$88K | 0.03% | 267 |
|
|
2022
Q3 | $910K | Buy |
4,241
+119
| +3% | +$25.5K | 0.03% | 239 |
|
|
2022
Q2 | $1.05M | Buy |
4,122
+271
| +7% | +$69.3K | 0.04% | 210 |
|
|
2022
Q1 | $967K | Buy |
3,851
+684
| +22% | +$172K | 0.03% | 242 |
|
|
2021
Q4 | $926K | Buy |
3,167
+418
| +15% | +$122K | 0.03% | 233 |
|
|
2021
Q3 | $730K | Buy |
2,749
+358
| +15% | +$95.1K | 0.02% | 260 |
|
|
2021
Q2 | $646K | Buy |
2,391
+352
| +17% | +$95.1K | 0.02% | 270 |
|
|
2021
Q1 | $488K | Buy |
2,039
+417
| +26% | +$99.8K | 0.02% | 283 |
|
|
2020
Q4 | $364K | Buy |
1,622
+177
| +12% | +$39.7K | 0.01% | 297 |
|
|
2020
Q3 | $349K | Buy |
1,445
+258
| +22% | +$62.3K | 0.02% | 270 |
|
|
2020
Q2 | $307K | Buy |
+1,187
| New | +$307K | 0.01% | 269 |
|