CAM
Cypress Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,035
| Closed | -$219K | – | 120 |
|
|
2022
Q4 | $219K | Hold |
1,035
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $222K | Hold |
1,035
| – | – | 0.08% | 118 |
|
|
2022
Q2 | $265K | Hold |
1,035
| – | – | 0.09% | 114 |
|
|
2022
Q1 | $260K | Sell |
1,035
-150
| -13% | -$37.7K | 0.08% | 122 |
|
|
2021
Q4 | $347K | Hold |
1,185
| – | – | 0.08% | 117 |
|
|
2021
Q3 | $315K | Hold |
1,185
| – | – | 0.08% | 119 |
|
|
2021
Q2 | $320K | Sell |
1,185
-22
| -2% | -$5.94K | 0.08% | 120 |
|
|
2021
Q1 | $289K | Hold |
1,207
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $271K | Buy |
1,207
+345
| +40% | +$77.5K | 0.08% | 131 |
|
|
2020
Q3 | $208K | Buy |
862
+2
| +0.2% | +$483 | 0.06% | 130 |
|
|
2020
Q2 | $222K | Buy |
+860
| New | +$222K | 0.07% | 124 |
|