Financial Advocates Investment Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,687
| Closed | -$392K | – | 736 |
|
|
2024
Q3 | $392K | Buy |
1,687
+65
| +4% | +$15.1K | 0.02% | 530 |
|
|
2024
Q2 | $315K | Sell |
1,622
-319
| -16% | -$62K | 0.02% | 564 |
|
|
2024
Q1 | $384K | Buy |
1,941
+104
| +6% | +$20.6K | 0.02% | 516 |
|
|
2023
Q4 | $397K | Sell |
1,837
-51
| -3% | -$11K | 0.03% | 476 |
|
|
2023
Q3 | $311K | Sell |
1,888
-50
| -3% | -$8.23K | 0.02% | 508 |
|
|
2023
Q2 | $376K | Sell |
1,938
-199
| -9% | -$38.6K | 0.03% | 458 |
|
|
2023
Q1 | $437K | Sell |
2,137
-1,532
| -42% | -$313K | 0.03% | 451 |
|
|
2022
Q4 | $777K | Sell |
3,669
-719
| -16% | -$152K | 0.06% | 337 |
|
|
2022
Q3 | $813K | Buy |
4,388
+1,239
| +39% | +$230K | 0.07% | 294 |
|
|
2022
Q2 | $805K | Sell |
3,149
-287
| -8% | -$73.4K | 0.07% | 304 |
|
|
2022
Q1 | $864K | Sell |
3,436
-34
| -1% | -$8.55K | 0.06% | 326 |
|
|
2021
Q4 | $1.02M | Sell |
3,470
-120
| -3% | -$35.1K | 0.06% | 310 |
|
|
2021
Q3 | $953K | Sell |
3,590
-258
| -7% | -$68.5K | 0.06% | 323 |
|
|
2021
Q2 | $1.04M | Sell |
3,848
-242
| -6% | -$65.3K | 0.07% | 301 |
|
|
2021
Q1 | $978K | Sell |
4,090
-337
| -8% | -$80.6K | 0.07% | 311 |
|
|
2020
Q4 | $994K | Buy |
4,427
+117
| +3% | +$26.3K | 0.07% | 306 |
|
|
2020
Q3 | $1.04M | Buy |
4,310
+8
| +0.2% | +$1.93K | 0.09% | 233 |
|
|
2020
Q2 | $1.11M | Buy |
4,302
+207
| +5% | +$53.5K | 0.11% | 222 |
|
|
2020
Q1 | $892K | Buy |
4,095
+292
| +8% | +$63.6K | 0.13% | 193 |
|
|
2019
Q4 | $874K | Buy |
3,803
+632
| +20% | +$145K | 0.09% | 225 |
|
|
2019
Q3 | $701K | Buy |
3,171
+139
| +5% | +$30.7K | 0.08% | 234 |
|
|
2019
Q2 | $620K | Sell |
3,032
-76
| -2% | -$15.5K | 0.07% | 249 |
|
|
2019
Q1 | $613K | Buy |
3,108
+12
| +0.4% | +$2.37K | 0.08% | 236 |
|
|
2018
Q4 | $490K | Sell |
3,096
-257
| -8% | -$40.7K | 0.07% | 247 |
|
|
2018
Q3 | $487K | Buy |
3,353
+1,220
| +57% | +$177K | 0.05% | 288 |
|
|
2018
Q2 | $308K | Buy |
2,133
+123
| +6% | +$17.8K | 0.04% | 360 |
|
|
2018
Q1 | $293K | Sell |
2,010
-74
| -4% | -$10.8K | 0.04% | 372 |
|
|
2017
Q4 | $298K | Buy |
+2,084
| New | +$298K | 0.04% | 360 |
|