EPA
Element Pointe Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-887
| Closed | -$223K | – | 68 |
|
|
2022
Q1 | $223K | Sell |
887
-62
| -7% | -$15.6K | 0.08% | 81 |
|
|
2021
Q4 | $278K | Hold |
949
| – | – | 0.09% | 93 |
|
|
2021
Q3 | $252K | Hold |
949
| – | – | 0.09% | 90 |
|
|
2021
Q2 | $266K | Hold |
949
| – | – | 0.08% | 102 |
|
|
2021
Q1 | $226K | Hold |
949
| – | – | 0.08% | 110 |
|
|
2020
Q4 | $213K | Hold |
949
| – | – | 0.08% | 103 |
|
|
2020
Q3 | $229K | Hold |
949
| – | – | 0.1% | 98 |
|
|
2020
Q2 | $245K | Hold |
949
| – | – | 0.13% | 83 |
|
|
2020
Q1 | $206K | Sell |
949
-41
| -4% | -$8.9K | 0.13% | 76 |
|
|
2019
Q4 | $228K | Sell |
990
-9
| -0.9% | -$2.07K | 0.12% | 82 |
|
|
2019
Q3 | $221K | Sell |
999
-44
| -4% | -$9.73K | 0.13% | 81 |
|
|
2019
Q2 | $213K | Hold |
1,043
| – | – | 0.12% | 85 |
|
|
2019
Q1 | $206K | Buy |
+1,043
| New | +$206K | 0.12% | 73 |
|