Geneva Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,420
| Closed | -$1.59M | – | 55 |
|
|
2022
Q3 | $1.59M | Buy |
+7,420
| New | +$1.59M | 1.82% | 21 |
|
|
2021
Q1 | – | Sell |
-3,980
| Closed | -$893K | – | 78 |
|
|
2020
Q4 | $893K | Sell |
3,980
-3,202
| -45% | -$718K | 0.47% | 51 |
|
|
2020
Q3 | $1.74M | Buy |
7,182
+70
| +1% | +$16.9K | 1.06% | 35 |
|
|
2020
Q2 | $1.84M | Buy |
7,112
+2,040
| +40% | +$527K | 1.29% | 33 |
|
|
2020
Q1 | $1.1M | Buy |
5,072
+485
| +11% | +$106K | 1.57% | 25 |
|
|
2019
Q4 | $1.05M | Sell |
4,587
-410
| -8% | -$94.2K | 0.73% | 44 |
|
|
2019
Q3 | $1.11M | Buy |
4,997
+275
| +6% | +$60.8K | 0.86% | 41 |
|
|
2019
Q2 | $965K | Sell |
4,722
-155
| -3% | -$31.7K | 0.78% | 42 |
|
|
2019
Q1 | $961K | Sell |
4,877
-100
| -2% | -$19.7K | 0.82% | 43 |
|
|
2018
Q4 | $787K | Hold |
4,977
| – | – | 0.91% | 37 |
|
|
2018
Q3 | $723K | Sell |
4,977
-750
| -13% | -$109K | 0.56% | 56 |
|
|
2018
Q2 | $826K | Sell |
5,727
-100
| -2% | -$14.4K | 0.66% | 49 |
|
|
2018
Q1 | $847K | Sell |
5,827
-150
| -3% | -$21.8K | 0.7% | 48 |
|
|
2017
Q4 | $853K | Buy |
5,977
+570
| +11% | +$81.3K | 0.64% | 56 |
|
|
2017
Q3 | $739K | Buy |
+5,407
| New | +$739K | 0.58% | 60 |
|
|
2016
Q2 | $833K | Buy |
+6,292
| New | +$833K | 0.75% | 49 |
|