Essex Savings Bank’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 | $256K | Sell |
1,158
-105
| -8% | -$23.2K | 0.06% | 248 |
|
|
2025
Q1 | $275K | Sell |
1,263
-72
| -5% | -$15.7K | 0.07% | 225 |
|
|
2024
Q4 | $245K | Buy |
1,335
+23
| +2% | +$4.22K | 0.06% | 244 |
|
|
2024
Q3 | $305K | Buy |
1,312
+209
| +19% | +$48.6K | 0.08% | 211 |
|
|
2024
Q2 | $214K | Sell |
1,103
-321
| -23% | -$62.4K | 0.06% | 246 |
|
|
2024
Q1 | $307K | Hold |
1,424
| – | – | 0.09% | 190 |
|
|
2023
Q4 | $307K | Buy |
1,424
+94
| +7% | +$20.3K | 0.09% | 189 |
|
|
2023
Q3 | $219K | Buy |
1,330
+9
| +0.7% | +$1.48K | 0.07% | 216 |
|
|
2023
Q2 | $256K | Sell |
1,321
-107
| -7% | -$20.8K | 0.09% | 193 |
|
|
2023
Q1 | $292K | Sell |
1,428
-16
| -1% | -$3.27K | 0.1% | 169 |
|
|
2022
Q4 | $306K | Buy |
1,444
+437
| +43% | +$92.6K | 0.11% | 170 |
|
|
2022
Q3 | $216K | Buy |
1,007
+84
| +9% | +$18K | 0.09% | 195 |
|
|
2022
Q2 | $236K | Sell |
923
-19
| -2% | -$4.86K | 0.09% | 182 |
|
|
2022
Q1 | $237K | Sell |
942
-20
| -2% | -$5.03K | 0.08% | 195 |
|
|
2021
Q4 | $282K | Sell |
962
-23
| -2% | -$6.74K | 0.1% | 171 |
|
|
2021
Q3 | $287K | Buy |
985
+55
| +6% | +$16K | 0.1% | 171 |
|
|
2021
Q2 | $238K | Sell |
930
-46
| -5% | -$11.8K | 0.09% | 187 |
|
|
2021
Q1 | $211K | Sell |
976
-80
| -8% | -$17.3K | 0.09% | 191 |
|
|
2020
Q4 | $237K | Sell |
1,056
-87
| -8% | -$19.5K | 0.11% | 169 |
|
|
2020
Q3 | $276K | Sell |
1,143
-8
| -0.7% | -$1.93K | 0.14% | 152 |
|
|
2020
Q2 | $297K | Buy |
1,151
+90
| +8% | +$23.2K | 0.18% | 127 |
|
|
2020
Q1 | $231K | Buy |
1,061
+3
| +0.3% | +$653 | 0.16% | 133 |
|
|
2019
Q4 | $243K | Sell |
1,058
-4
| -0.4% | -$919 | 0.12% | 157 |
|
|
2019
Q3 | $235K | Sell |
1,062
-518
| -33% | -$115K | 0.12% | 155 |
|
|
2019
Q2 | $323K | Buy |
1,580
+986
| +166% | +$202K | 0.11% | 159 |
|
|
2019
Q1 | $117K | Sell |
594
-19
| -3% | -$3.74K | 0.07% | 201 |
|
|
2018
Q4 | $97K | Buy |
+613
| New | +$97K | 0.06% | 211 |
|