Columbia Trust’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $250K | Buy |
+1,157
| New | +$250K | 0.11% | 125 |
|
2022
Q3 | – | Sell |
-921
| Closed | -$235K | – | 132 |
|
2022
Q2 | $235K | Buy |
921
+48
| +5% | +$12.2K | 0.13% | 131 |
|
2022
Q1 | $223K | Sell |
873
-20
| -2% | -$5.11K | 0.1% | 142 |
|
2021
Q4 | $237K | Hold |
893
| – | – | 0.13% | 125 |
|
2021
Q3 | $237K | Sell |
893
-56
| -6% | -$14.9K | 0.13% | 126 |
|
2021
Q2 | $256K | Sell |
949
-642
| -40% | -$173K | 0.15% | 123 |
|
2021
Q1 | $380K | Sell |
1,591
-869
| -35% | -$208K | 0.24% | 104 |
|
2020
Q4 | $551K | Buy |
+2,460
| New | +$551K | 0.38% | 73 |
|
2020
Q2 | $615K | Buy |
2,380
+258
| +12% | +$66.7K | 0.55% | 56 |
|
2020
Q1 | $461K | Buy |
2,122
+242
| +13% | +$52.6K | 0.5% | 63 |
|
2019
Q4 | $431K | Buy |
+1,880
| New | +$431K | 0.38% | 85 |
|