Delos Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.32K | Buy |
+15
| New | +$3.32K | ﹤0.01% | 215 |
|
2025
Q1 | – | Sell |
-15
| Closed | -$2.75K | – | 60 |
|
2024
Q4 | $2.75K | Buy |
+15
| New | +$2.75K | ﹤0.01% | 160 |
|
2024
Q1 | – | Sell |
-6
| Closed | -$1.3K | – | 354 |
|
2023
Q4 | $1.3K | Hold |
6
| – | – | ﹤0.01% | 164 |
|
2023
Q3 | $1.09K | Hold |
6
| – | – | ﹤0.01% | 215 |
|
2023
Q2 | $1.16K | Hold |
6
| – | – | ﹤0.01% | 207 |
|
2023
Q1 | $1.23K | Sell |
6
-74
| -93% | -$15.1K | ﹤0.01% | 211 |
|
2022
Q4 | $17K | Hold |
80
| – | – | 0.03% | 106 |
|
2022
Q3 | $17K | Buy |
80
+6
| +8% | +$1.28K | 0.02% | 96 |
|
2022
Q2 | $19K | Hold |
74
| – | – | 0.02% | 90 |
|
2022
Q1 | $19K | Sell |
74
-12
| -14% | -$3.08K | 0.02% | 115 |
|
2021
Q4 | $25K | Hold |
86
| – | – | 0.02% | 114 |
|
2021
Q3 | $23K | Hold |
86
| – | – | 0.03% | 65 |
|
2021
Q2 | $23K | Buy |
+86
| New | +$23K | 0.03% | 62 |
|