IAA
Ironsides Asset Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,269
| Closed | -$580K | – | 86 |
|
|
2022
Q2 | $580K | Sell |
2,269
-733
| -24% | -$187K | 0.22% | 35 |
|
|
2022
Q1 | $754K | Hold |
3,002
| – | – | 0.23% | 37 |
|
|
2021
Q4 | $878K | Sell |
3,002
-100
| -3% | -$29.2K | 0.24% | 32 |
|
|
2021
Q3 | $823K | Hold |
3,102
| – | – | 0.26% | 31 |
|
|
2021
Q2 | $838K | Sell |
3,102
-935
| -23% | -$253K | 0.25% | 32 |
|
|
2021
Q1 | $965K | Hold |
4,037
| – | – | 0.3% | 31 |
|
|
2020
Q4 | $906K | Buy |
4,037
+517
| +15% | +$116K | 0.29% | 30 |
|
|
2020
Q3 | $851K | Buy |
3,520
+800
| +29% | +$193K | 0.27% | 36 |
|
|
2020
Q2 | $703K | Hold |
2,720
| – | – | 0.23% | 51 |
|
|
2020
Q1 | $592K | Buy |
+2,720
| New | +$592K | 0.36% | 39 |
|
|
2019
Q2 | – | Sell |
-6,260
| Closed | -$1.23M | – | 94 |
|
|
2019
Q1 | $1.23M | Hold |
6,260
| – | – | 0.4% | 30 |
|
|
2018
Q4 | $990K | Sell |
6,260
-1,960
| -24% | -$310K | 0.36% | 32 |
|
|
2018
Q3 | $1.19M | Hold |
8,220
| – | – | 0.36% | 36 |
|
|
2018
Q2 | $1.19M | Buy |
8,220
+5,790
| +238% | +$835K | 0.41% | 34 |
|
|
2018
Q1 | $353K | Hold |
2,430
| – | – | 0.14% | 73 |
|
|
2017
Q4 | $347K | Buy |
+2,430
| New | +$347K | 0.13% | 75 |
|
|
2017
Q3 | – | Sell |
-2,430
| Closed | -$322K | – | 87 |
|
|
2017
Q2 | $322K | Hold |
2,430
| – | – | 0.14% | 73 |
|
|
2017
Q1 | $295K | Sell |
2,430
-3,285
| -57% | -$399K | 0.13% | 67 |
|
|
2016
Q4 | $604K | Buy |
+5,715
| New | +$604K | 0.16% | 88 |
|