FDx Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,637
| Closed | -$323K | – | 210 |
|
|
2024
Q1 | $323K | Sell |
1,637
-131
| -7% | -$25.8K | 0.05% | 270 |
|
|
2023
Q4 | $382K | Buy |
1,768
+396
| +29% | +$85.6K | 0.03% | 465 |
|
|
2023
Q3 | $226K | Sell |
1,372
-15,790
| -92% | -$2.6M | 0.02% | 565 |
|
|
2023
Q2 | $3.33M | Sell |
17,162
-5,368
| -24% | -$1.04M | 0.18% | 132 |
|
|
2023
Q1 | $4.77M | Hold |
22,530
| – | – | 0.21% | 111 |
|
|
2022
Q4 | $4.77M | Sell |
22,530
-8,701
| -28% | -$1.84M | 0.21% | 111 |
|
|
2022
Q3 | $6.71M | Sell |
31,231
-356
| -1% | -$76.4K | 0.3% | 75 |
|
|
2022
Q2 | $8.07M | Buy |
31,587
+1,152
| +4% | +$294K | 0.3% | 73 |
|
|
2022
Q1 | $7.65M | Sell |
30,435
-7,338
| -19% | -$1.84M | 0.26% | 78 |
|
|
2021
Q4 | $11M | Buy |
37,773
+999
| +3% | +$292K | 0.31% | 74 |
|
|
2021
Q3 | $9.76M | Buy |
36,774
+1,950
| +6% | +$518K | 0.31% | 69 |
|
|
2021
Q2 | $9.41M | Buy |
34,824
+8,253
| +31% | +$2.23M | 0.31% | 72 |
|
|
2021
Q1 | $6.35M | Buy |
26,571
+10,524
| +66% | +$2.52M | 0.24% | 92 |
|
|
2020
Q4 | $3.6M | Buy |
16,047
+2,321
| +17% | +$521K | 0.15% | 119 |
|
|
2020
Q3 | $3.32M | Sell |
13,726
-1,004
| -7% | -$243K | 0.16% | 117 |
|
|
2020
Q2 | $3.81M | Buy |
14,730
+2,496
| +20% | +$645K | 0.2% | 104 |
|
|
2020
Q1 | $2.66M | Buy |
12,234
+5,407
| +79% | +$1.18M | 0.17% | 111 |
|
|
2019
Q4 | $1.57M | Sell |
6,827
-2,135
| -24% | -$491K | 0.09% | 175 |
|
|
2019
Q3 | $1.98M | Sell |
8,962
-207
| -2% | -$45.8K | 0.14% | 133 |
|
|
2019
Q2 | $1.87M | Sell |
9,169
-755
| -8% | -$154K | 0.07% | 202 |
|
|
2019
Q1 | $1.96M | Sell |
9,924
-1,149
| -10% | -$226K | 0.08% | 181 |
|
|
2018
Q4 | $1.75M | Sell |
11,073
-2,338
| -17% | -$370K | 0.14% | 114 |
|
|
2018
Q3 | $1.95M | Sell |
13,411
-6,085
| -31% | -$884K | 0.07% | 201 |
|
|
2018
Q2 | $2.81M | Sell |
19,496
-5,238
| -21% | -$755K | 0.1% | 163 |
|
|
2018
Q1 | $3.6M | Buy |
24,734
+8,178
| +49% | +$1.19M | 0.11% | 155 |
|
|
2017
Q4 | $2.36M | Sell |
16,556
-1,162
| -7% | -$166K | 0.06% | 263 |
|
|
2017
Q3 | $2.42M | Buy |
17,718
+504
| +3% | +$68.9K | 0.07% | 258 |
|
|
2017
Q2 | $2.28M | Buy |
17,214
+1,347
| +8% | +$178K | 0.07% | 259 |
|
|
2017
Q1 | $1.93M | Buy |
15,867
+2,122
| +15% | +$258K | 0.06% | 293 |
|
|
2016
Q4 | $1.45M | Buy |
13,745
+7,167
| +109% | +$758K | 0.04% | 387 |
|
|
2016
Q3 | $745K | Sell |
6,578
-85
| -1% | -$9.63K | 0.03% | 485 |
|
|
2016
Q2 | $757K | Sell |
6,663
-487
| -7% | -$55.3K | 0.03% | 449 |
|
|
2016
Q1 | $732K | Sell |
7,150
-2,831
| -28% | -$290K | 0.03% | 468 |
|
|
2015
Q4 | $968K | Buy |
+9,981
| New | +$968K | 0.04% | 352 |
|