Collective Family Office’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,040
| Closed | -$205K | – | 174 |
|
|
2024
Q1 | $205K | Buy |
+1,040
| New | +$205K | 0.07% | 171 |
|
|
2023
Q2 | – | Sell |
-1,069
| Closed | -$218K | – | 177 |
|
|
2023
Q1 | $218K | Sell |
1,069
-19
| -2% | -$3.88K | 0.09% | 159 |
|
|
2022
Q4 | $231K | Sell |
1,088
-665
| -38% | -$141K | 0.1% | 153 |
|
|
2022
Q3 | $376K | Sell |
1,753
-84
| -5% | -$18K | 0.19% | 116 |
|
|
2022
Q2 | $470K | Sell |
1,837
-30
| -2% | -$7.68K | 0.2% | 111 |
|
|
2022
Q1 | $469K | Sell |
1,867
-7
| -0.4% | -$1.76K | 0.18% | 123 |
|
|
2021
Q4 | $548K | Buy |
1,874
+145
| +8% | +$42.4K | 0.22% | 108 |
|
|
2021
Q3 | $459K | Sell |
1,729
-6
| -0.3% | -$1.59K | 0.2% | 110 |
|
|
2021
Q2 | $469K | Hold |
1,735
| – | – | 0.2% | 111 |
|
|
2021
Q1 | $415K | Sell |
1,735
-649
| -27% | -$155K | 0.2% | 119 |
|
|
2020
Q4 | $535K | Buy |
+2,384
| New | +$535K | 0.3% | 85 |
|