Davidson Trust Company’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-948
| Closed | -$205K | – | 144 |
|
|
2023
Q4 | $205K | Sell |
948
-779
| -45% | -$168K | 0.13% | 130 |
|
|
2023
Q3 | $284K | Buy |
1,727
+225
| +15% | +$37K | 0.21% | 100 |
|
|
2023
Q2 | $291K | Buy |
+1,502
| New | +$291K | 0.21% | 102 |
|
|
2022
Q3 | – | Sell |
-812
| Closed | -$208K | – | 105 |
|
|
2022
Q2 | $208K | Sell |
812
-103
| -11% | -$26.4K | 0.19% | 107 |
|
|
2022
Q1 | $230K | Buy |
+915
| New | +$230K | 0.17% | 112 |
|