D.L. Carlson Investment Group’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14,186	Closed	-$2.69M	–	140
2023 Q4	$2.69M	Sell	14,186 -2,766	-16%	-$523K	0.55%	58
2023 Q3	$2.79M	Sell	16,952 -5,542	-25%	-$1.01M	0.56%	56
2023 Q2	$4.36M	Sell	22,494 -254	-1%	-$49.7K	0.83%	43
2023 Q1	$4.65M	Sell	22,748 -2,397	-10%	-$503K	1.05%	35
2022 Q4	$5.33M	Sell	25,145 -1,476	-6%	-$307K	1.14%	32
2022 Q3	$5.72M	Sell	26,621 -112	-0.4%	-$28.8K	1.24%	25
2022 Q2	$6.83M	Sell	26,733 -97	-0.4%	-$24.3K	1.44%	19
2022 Q1	$6.74M	Sell	26,830 -5	-0%	-$1.22K	1.12%	28
2021 Q4	$7.85M	Sell	26,835 -54	-0.2%	-$14.8K	1.25%	25
2021 Q3	$7.14M	Sell	26,889 -7	-0%	-$2K	1.24%	29
2021 Q2	$7.27M	Sell	26,896 -89	-0.3%	-$22.7K	1.26%	29
2021 Q1	$6.45M	Buy	26,985 +12,146	+82%	+$2.7M	1.18%	31
2020 Q4	$3.33M	Sell	14,839 -5,980	-29%	-$1.39M	0.6%	64
2020 Q3	$5.03M	Buy	+20,819	New	+$5.28M	1.07%	30