CIA
Compass Ion Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-767
| Closed | -$224K | – | 90 |
|
|
2021
Q4 | $224K | Buy |
767
+3
| +0.4% | +$876 | 0.07% | 85 |
|
|
2021
Q3 | $203K | Buy |
764
+4
| +0.5% | +$1.06K | 0.07% | 90 |
|
|
2021
Q2 | $205K | Sell |
760
-132
| -15% | -$35.6K | 0.08% | 85 |
|
|
2021
Q1 | $213K | Buy |
+892
| New | +$213K | 0.09% | 80 |
|
|
2020
Q4 | – | Sell |
-1,248
| Closed | -$302K | – | 87 |
|
|
2020
Q3 | $302K | Buy |
1,248
+369
| +42% | +$89.3K | 0.19% | 58 |
|
|
2020
Q2 | $227K | Buy |
+879
| New | +$227K | 0.2% | 48 |
|
|
2020
Q1 | – | Sell |
-879
| Closed | -$202K | – | 49 |
|
|
2019
Q4 | $202K | Buy |
+879
| New | +$202K | 0.1% | 50 |
|