Groesbeck Investment Management’s American Tower AMT Stock Holding History

Groesbeck Investment Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,060	Closed	-$206K	–	83
2023 Q2	$206K	Hold	1,060	–	–	0.31%	81
2023 Q1	$217K	Buy	+1,060	New	+$217K	0.33%	81
2022 Q4	–	Sell	-910	Closed	-$233K	–	80
2022 Q3	$233K	Hold	910	–	–	0.38%	81
2022 Q2	$233K	Hold	910	–	–	0.38%	81
2022 Q1	$229K	Hold	910	–	–	0.26%	103
2021 Q4	$266K	Hold	910	–	–	0.34%	81
2021 Q3	$242K	Hold	910	–	–	0.28%	99
2021 Q2	$246K	Hold	910	–	–	0.31%	83
2021 Q1	$218K	Hold	910	–	–	0.31%	88
2020 Q4	$204K	Hold	910	–	–	0.33%	83
2020 Q3	$220K	Hold	910	–	–	0.41%	77
2020 Q2	$235K	Sell	910 -310	-25%	-$80.1K	0.47%	72
2020 Q1	$266K	Buy	1,220 +270	+28%	+$58.9K	0.71%	56
2019 Q4	$218K	Sell	950 -325	-25%	-$74.6K	0.16%	97
2019 Q3	$282K	Hold	1,275	–	–	0.21%	91
2019 Q2	$261K	Sell	1,275 -75	-6%	-$15.4K	0.21%	90
2019 Q1	$266K	Sell	1,350 -450	-25%	-$88.7K	0.2%	89
2018 Q4	$285K	Sell	1,800 -150	-8%	-$23.8K	0.24%	77
2018 Q3	$283K	Hold	1,950	–	–	0.19%	86
2018 Q2	$281K	Hold	1,950	–	–	0.2%	81
2018 Q1	$283K	Hold	1,950	–	–	0.21%	77
2017 Q4	$278K	Hold	1,950	–	–	0.2%	84
2017 Q3	$267K	Hold	1,950	–	–	0.19%	81
2017 Q2	$258K	Sell	1,950 -100	-5%	-$13.2K	0.19%	83
2017 Q1	$249K	Hold	2,050	–	–	0.19%	82
2016 Q4	$217K	Hold	2,050	–	–	0.17%	84
2016 Q3	$232K	Hold	2,050	–	–	0.17%	101
2016 Q2	$233K	Sell	2,050 -550	-21%	-$62.5K	0.17%	77
2016 Q1	$266K	Hold	2,600	–	–	0.19%	73
2015 Q4	$252K	Hold	2,600	–	–	0.16%	78
2015 Q3	$229K	Hold	2,600	–	–	0.14%	76
2015 Q2	$243K	Hold	2,600	–	–	0.12%	81
2015 Q1	$245K	Hold	2,600	–	–	0.12%	84
2014 Q4	$257K	Hold	2,600	–	–	0.13%	82
2014 Q3	$243K	Hold	2,600	–	–	0.12%	82
2014 Q2	$234K	Hold	2,600	–	–	0.1%	82
2014 Q1	$213K	Hold	2,600	–	–	0.1%	83
2013 Q4	$208K	Buy	+2,600	New	+$208K	0.09%	81