Ironwood Investment Counsel’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-998
| Closed | -$232K | – | 247 |
|
|
2024
Q3 | $232K | Sell |
998
-140
| -12% | -$32.6K | 0.04% | 235 |
|
|
2024
Q2 | $221K | Sell |
1,138
-7
| -0.6% | -$1.36K | 0.04% | 239 |
|
|
2024
Q1 | $226K | Sell |
1,145
-200
| -15% | -$39.5K | 0.04% | 237 |
|
|
2023
Q4 | $291K | Buy |
+1,345
| New | +$291K | 0.05% | 206 |
|
|
2021
Q3 | – | Sell |
-910
| Closed | -$245K | – | 200 |
|
|
2021
Q2 | $245K | Sell |
910
-69
| -7% | -$18.6K | 0.07% | 176 |
|
|
2021
Q1 | $234K | Buy |
979
+50
| +5% | +$12K | 0.07% | 174 |
|
|
2020
Q4 | $208K | Buy |
929
+64
| +7% | +$14.3K | 0.05% | 201 |
|
|
2020
Q3 | $209K | Buy |
865
+28
| +3% | +$6.77K | 0.06% | 181 |
|
|
2020
Q2 | $216K | Buy |
+837
| New | +$216K | 0.07% | 172 |
|
|
2018
Q4 | – | Sell |
-2,480
| Closed | -$360K | – | 150 |
|
|
2018
Q3 | $360K | Buy |
+2,480
| New | +$360K | 0.14% | 112 |
|