HCA
Heck Capital Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,698
| Closed | -$279K | – | 193 |
|
|
2023
Q3 | $279K | Sell |
1,698
-1,703
| -50% | -$280K | 0.05% | 113 |
|
|
2023
Q2 | $660K | Sell |
3,401
-78
| -2% | -$15.1K | 0.11% | 81 |
|
|
2023
Q1 | $711K | Buy |
3,479
+123
| +4% | +$25.1K | 0.14% | 68 |
|
|
2022
Q4 | $711K | Buy |
3,356
+998
| +42% | +$211K | 0.14% | 72 |
|
|
2022
Q3 | $506K | Buy |
2,358
+44
| +2% | +$9.45K | 0.1% | 83 |
|
|
2022
Q2 | $591K | Sell |
2,314
-290
| -11% | -$74.1K | 0.12% | 77 |
|
|
2022
Q1 | $654K | Sell |
2,604
-24
| -0.9% | -$6.03K | 0.12% | 79 |
|
|
2021
Q4 | $769K | Sell |
2,628
-194
| -7% | -$56.7K | 0.14% | 77 |
|
|
2021
Q3 | $749K | Sell |
2,822
-50
| -2% | -$13.3K | 0.15% | 71 |
|
|
2021
Q2 | $776K | Buy |
2,872
+39
| +1% | +$10.5K | 0.15% | 72 |
|
|
2021
Q1 | $677K | Buy |
2,833
+1,296
| +84% | +$310K | 0.15% | 67 |
|
|
2020
Q4 | $345K | Hold |
1,537
| – | – | 0.08% | 84 |
|
|
2020
Q3 | $372K | Buy |
1,537
+120
| +8% | +$29K | 0.1% | 69 |
|
|
2020
Q2 | $366K | Buy |
1,417
+329
| +30% | +$85.1K | 0.08% | 65 |
|
|
2020
Q1 | $237K | Sell |
1,088
-33
| -3% | -$7.19K | 0.07% | 67 |
|
|
2019
Q4 | $258K | Buy |
1,121
+33
| +3% | +$7.58K | 0.06% | 79 |
|
|
2019
Q3 | $241K | Buy |
1,088
+38
| +4% | +$8.4K | 0.07% | 79 |
|
|
2019
Q2 | $215K | Buy |
1,050
+39
| +4% | +$7.97K | 0.06% | 77 |
|
|
2019
Q1 | $199K | Sell |
1,011
-588
| -37% | -$116K | 0.06% | 75 |
|
|
2018
Q4 | $253K | Sell |
1,599
-34
| -2% | -$5.38K | 0.09% | 59 |
|
|
2018
Q3 | $237K | Sell |
1,633
-93
| -5% | -$13.5K | 0.08% | 69 |
|
|
2018
Q2 | $249K | Buy |
1,726
+4
| +0.2% | +$577 | 0.09% | 63 |
|
|
2018
Q1 | $250K | Buy |
1,722
+1
| +0.1% | +$145 | 0.11% | 52 |
|
|
2017
Q4 | $246K | Buy |
1,721
+8
| +0.5% | +$1.14K | 0.12% | 50 |
|
|
2017
Q3 | $234K | Buy |
1,713
+703
| +70% | +$96.1K | 0.13% | 49 |
|
|
2017
Q2 | $134K | Sell |
1,010
-77
| -7% | -$10.2K | 0.08% | 60 |
|
|
2017
Q1 | $132K | Sell |
1,087
-52
| -5% | -$6.32K | 0.08% | 54 |
|
|
2016
Q4 | $120K | Buy |
+1,139
| New | +$120K | 0.09% | 56 |
|