Crewe Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-332
| Closed | -$64.5K | – | 731 |
|
|
2024
Q2 | $64.5K | Sell |
332
-18
| -5% | -$3.5K | 0.01% | 331 |
|
|
2024
Q1 | $69.2K | Buy |
+350
| New | +$69.2K | 0.01% | 324 |
|
|
2023
Q4 | – | Sell |
-119
| Closed | -$19.6K | – | 426 |
|
|
2023
Q3 | $19.6K | Buy |
119
+1
| +0.8% | +$164 | ﹤0.01% | 201 |
|
|
2023
Q2 | $22.9K | Sell |
118
-307
| -72% | -$59.5K | ﹤0.01% | 336 |
|
|
2023
Q1 | $86.8K | Sell |
425
-188
| -31% | -$38.4K | 0.01% | 242 |
|
|
2022
Q4 | $130K | Sell |
613
-171
| -22% | -$36.2K | 0.02% | 195 |
|
|
2022
Q3 | $168K | Buy |
784
+127
| +19% | +$27.2K | 0.03% | 167 |
|
|
2022
Q2 | $168K | Buy |
657
+357
| +119% | +$91.3K | 0.04% | 153 |
|
|
2022
Q1 | $75K | Buy |
300
+205
| +216% | +$51.3K | 0.01% | 197 |
|
|
2021
Q4 | $28K | Buy |
+95
| New | +$28K | 0.01% | 233 |
|
|
2020
Q4 | – | Sell |
-13
| Closed | -$3K | – | 452 |
|
|
2020
Q3 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 427 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 218 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 277 |
|
|
2019
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 225 |
|