EI
Ellevest Inc’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
2,206
+337
| +18% | +$74.5K | 0.08% | 200 |
|
|
2025
Q1 | $407K | Sell |
1,869
-234
| -11% | -$50.9K | 0.03% | 230 |
|
|
2024
Q4 | $386K | Sell |
2,103
-248
| -11% | -$45.5K | 0.02% | 258 |
|
|
2024
Q3 | $547K | Sell |
2,351
-10
| -0.4% | -$2.33K | 0.03% | 194 |
|
|
2024
Q2 | $459K | Buy |
2,361
+497
| +27% | +$96.6K | 0.03% | 221 |
|
|
2024
Q1 | $368K | Buy |
+1,864
| New | +$368K | 0.02% | 275 |
|
|
2023
Q2 | – | Sell |
-688
| Closed | -$141K | – | 423 |
|
|
2023
Q1 | $141K | Sell |
688
-108
| -14% | -$22.1K | 0.01% | 381 |
|
|
2022
Q4 | $169K | Buy |
796
+388
| +95% | +$82.2K | 0.01% | 330 |
|
|
2022
Q3 | $88K | Sell |
408
-90
| -18% | -$19.4K | 0.01% | 443 |
|
|
2022
Q2 | $127K | Buy |
498
+93
| +23% | +$23.7K | 0.01% | 370 |
|
|
2022
Q1 | $102K | Sell |
405
-945
| -70% | -$238K | 0.01% | 402 |
|
|
2021
Q4 | $395K | Buy |
1,350
+112
| +9% | +$32.8K | 0.04% | 155 |
|
|
2021
Q3 | $329K | Buy |
1,238
+119
| +11% | +$31.6K | 0.03% | 176 |
|
|
2021
Q2 | $302K | Buy |
1,119
+212
| +23% | +$57.2K | 0.03% | 165 |
|
|
2021
Q1 | $217K | Buy |
907
+243
| +37% | +$58.1K | 0.03% | 204 |
|
|
2020
Q4 | $149K | Buy |
664
+5
| +0.8% | +$1.12K | 0.02% | 226 |
|
|
2020
Q3 | $159K | Buy |
659
+82
| +14% | +$19.8K | 0.03% | 157 |
|
|
2020
Q2 | $149K | Buy |
577
+155
| +37% | +$40K | 0.03% | 137 |
|
|
2020
Q1 | $92K | Buy |
422
+112
| +36% | +$24.4K | 0.03% | 151 |
|
|
2019
Q4 | $71K | Buy |
310
+192
| +163% | +$44K | 0.02% | 135 |
|
|
2019
Q3 | $26K | Buy |
118
+7
| +6% | +$1.54K | 0.01% | 163 |
|
|
2019
Q2 | $23K | Buy |
111
+29
| +35% | +$6.01K | 0.01% | 186 |
|
|
2019
Q1 | $16K | Buy |
82
+42
| +105% | +$8.2K | 0.01% | 159 |
|
|
2018
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 405 |
|