Ferris Capital’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $550K | Sell |
2,188
-3
| -0.1% | -$754 | 0.13% | 125 |
|
|
2021
Q4 | $641K | Hold |
2,191
| – | – | 0.14% | 124 |
|
|
2021
Q3 | $597K | Buy |
+2,191
| New | +$597K | 0.13% | 130 |
|
|
2021
Q2 | – | Sell |
-2,293
| Closed | -$548K | – | 56 |
|
|
2021
Q1 | $548K | Buy |
2,293
+1,144
| +100% | +$273K | 0.14% | 125 |
|
|
2020
Q4 | $258K | Sell |
1,149
-49
| -4% | -$11K | 0.07% | 166 |
|
|
2020
Q3 | $290K | Buy |
1,198
+102
| +9% | +$24.7K | 0.09% | 136 |
|
|
2020
Q2 | $283K | Buy |
+1,096
| New | +$283K | 0.1% | 136 |
|
|
2019
Q2 | – | Sell |
-285
| Closed | -$56K | – | 192 |
|
|
2019
Q1 | $56K | Sell |
285
-24
| -8% | -$4.72K | 0.02% | 259 |
|
|
2018
Q4 | $49K | Hold |
309
| – | – | 0.02% | 253 |
|
|
2018
Q3 | $45K | Sell |
309
-51
| -14% | -$7.43K | 0.02% | 268 |
|
|
2018
Q2 | $52K | Sell |
360
-11
| -3% | -$1.59K | 0.02% | 257 |
|
|
2018
Q1 | $54K | Buy |
+371
| New | +$54K | 0.02% | 274 |
|
|
2017
Q3 | – | Sell |
-363
| Closed | -$48K | – | 174 |
|
|
2017
Q2 | $48K | Buy |
+363
| New | +$48K | 0.02% | 257 |
|