DLCIG
D.L. Carlson Investment Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$524K | 0.55% | 58 |
|
|
2023
Q3 | $2.79M | Sell |
16,952
-5,542
| -25% | -$911K | 0.56% | 56 |
|
|
2023
Q2 | $4.36M | Sell |
22,494
-254
| -1% | -$49.3K | 0.83% | 43 |
|
|
2023
Q1 | $4.65M | Sell |
22,748
-2,397
| -10% | -$490K | 1.05% | 35 |
|
|
2022
Q4 | $5.33M | Sell |
25,145
-1,476
| -6% | -$313K | 1.14% | 32 |
|
|
2022
Q3 | $5.72M | Sell |
26,621
-112
| -0.4% | -$24K | 1.24% | 25 |
|
|
2022
Q2 | $6.83M | Sell |
26,733
-97
| -0.4% | -$24.8K | 1.44% | 19 |
|
|
2022
Q1 | $6.74M | Sell |
26,830
-5
| -0% | -$1.26K | 1.12% | 28 |
|
|
2021
Q4 | $7.85M | Sell |
26,835
-54
| -0.2% | -$15.8K | 1.25% | 25 |
|
|
2021
Q3 | $7.14M | Sell |
26,889
-7
| -0% | -$1.86K | 1.24% | 29 |
|
|
2021
Q2 | $7.27M | Sell |
26,896
-89
| -0.3% | -$24K | 1.26% | 29 |
|
|
2021
Q1 | $6.45M | Buy |
26,985
+12,146
| +82% | +$2.9M | 1.18% | 31 |
|
|
2020
Q4 | $3.33M | Sell |
14,839
-5,980
| -29% | -$1.34M | 0.6% | 64 |
|
|
2020
Q3 | $5.03M | Buy |
+20,819
| New | +$5.03M | 1.07% | 30 |
|