Inspire Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,409
| Closed | -$273K | – | 284 |
|
2023
Q2 | $273K | Buy |
1,409
+206
| +17% | +$39.9K | 0.05% | 184 |
|
2023
Q1 | $246K | Buy |
1,203
+232
| +24% | +$47.4K | 0.06% | 161 |
|
2022
Q4 | $206K | Sell |
971
-417
| -30% | -$88.3K | 0.05% | 152 |
|
2022
Q3 | $298K | Buy |
+1,388
| New | +$298K | 0.08% | 62 |
|
2021
Q1 | – | Sell |
-553
| Closed | -$124K | – | 115 |
|
2020
Q4 | $124K | Buy |
+553
| New | +$124K | 0.05% | 99 |
|