Crescent Grove Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,050
| Closed | -$205K | – | 276 |
|
|
2023
Q2 | $205K | Buy |
+1,050
| New | +$205K | 0.02% | 278 |
|
|
2022
Q4 | – | Sell |
-1,260
| Closed | -$271K | – | 275 |
|
|
2022
Q3 | $271K | Hold |
1,260
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $324K | Hold |
1,260
| – | – | 0.03% | 200 |
|
|
2022
Q1 | $317K | Buy |
1,260
+30
| +2% | +$7.55K | 0.03% | 220 |
|
|
2021
Q4 | $361K | Hold |
1,230
| – | – | 0.03% | 211 |
|
|
2021
Q3 | $328K | Hold |
1,230
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $334K | Buy |
+1,230
| New | +$334K | 0.04% | 179 |
|