Guerra Pan 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
Q1 | – | Sell |
-1,315
| Closed | -$284K | – | 102 |
|
|
2023
Q4 | $284K | Hold |
1,315
| – | – | 0.27% | 84 |
|
|
2023
Q3 | $216K | Hold |
1,315
| – | – | 0.25% | 92 |
|
|
2023
Q2 | $255K | Sell |
1,315
-169
| -11% | -$32.8K | 0.28% | 86 |
|
|
2023
Q1 | $303K | Hold |
1,484
| – | – | 0.38% | 68 |
|
|
2022
Q4 | $314K | Hold |
1,484
| – | – | 0.43% | 63 |
|
|
2022
Q3 | $289K | Hold |
1,484
| – | – | 0.42% | 62 |
|
|
2022
Q2 | $402K | Hold |
1,484
| – | – | 0.5% | 58 |
|
|
2022
Q1 | $375K | Hold |
1,484
| – | – | 0.45% | 61 |
|
|
2021
Q4 | $434K | Buy |
+1,484
| New | +$434K | 0.43% | 60 |
|