Israel Discount Bank of New York’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 |
-966
| Closed | -$225K | – | 47 |
|
|
2024
Q3 | $225K | Buy |
+966
| New | +$225K | 0.33% | 41 |
|
|
2024
Q2 | – | Sell |
-1,763
| Closed | -$348K | – | 49 |
|
|
2024
Q1 | $348K | Sell |
1,763
-995
| -36% | -$197K | 0.43% | 51 |
|
|
2023
Q4 | $595K | Sell |
2,758
-147
| -5% | -$31.7K | 0.47% | 44 |
|
|
2023
Q3 | $478K | Sell |
2,905
-13
| -0.4% | -$2.14K | 0.4% | 50 |
|
|
2023
Q2 | $566K | Sell |
2,918
-584
| -17% | -$113K | 0.45% | 46 |
|
|
2023
Q1 | $716K | Sell |
3,502
-53
| -1% | -$10.8K | 0.54% | 39 |
|
|
2022
Q4 | $753K | Sell |
3,555
-163
| -4% | -$34.5K | 0.64% | 37 |
|
|
2022
Q3 | $799K | Buy |
3,718
+216
| +6% | +$46.4K | 0.66% | 32 |
|
|
2022
Q2 | $896K | Sell |
3,502
-236
| -6% | -$60.4K | 0.68% | 30 |
|
|
2022
Q1 | $940K | Sell |
3,738
-157
| -4% | -$39.5K | 0.62% | 34 |
|
|
2021
Q4 | $1.14M | Sell |
3,895
-115
| -3% | -$33.6K | 0.7% | 29 |
|
|
2021
Q3 | $1.07M | Buy |
+4,010
| New | +$1.07M | 0.72% | 26 |
|
|
2021
Q1 | $914K | Sell |
3,823
-1,211
| -24% | -$290K | 0.71% | 26 |
|
|
2020
Q4 | $1.13M | Sell |
5,034
-827
| -14% | -$186K | 0.82% | 23 |
|
|
2020
Q3 | $1.42M | Sell |
5,861
-352
| -6% | -$85K | 0.92% | 24 |
|
|
2020
Q2 | $1.61M | Sell |
6,213
-631
| -9% | -$163K | 1.09% | 20 |
|
|
2020
Q1 | $1.49M | Buy |
6,844
+873
| +15% | +$190K | 1.14% | 20 |
|
|
2019
Q4 | $1.37M | Buy |
5,971
+362
| +6% | +$83.2K | 0.9% | 26 |
|
|
2019
Q3 | $1.24M | Buy |
5,609
+554
| +11% | +$122K | 0.91% | 27 |
|
|
2019
Q2 | $1.03M | Buy |
5,055
+75
| +2% | +$15.3K | 0.78% | 27 |
|
|
2019
Q1 | $982K | Buy |
4,980
+220
| +5% | +$43.4K | 0.67% | 28 |
|
|
2018
Q4 | $753K | Sell |
4,760
-80
| -2% | -$12.7K | 0.58% | 31 |
|
|
2018
Q3 | $704K | Buy |
4,840
+45
| +0.9% | +$6.55K | 0.46% | 45 |
|
|
2018
Q2 | $692K | Sell |
4,795
-3
| -0.1% | -$433 | 0.46% | 41 |
|
|
2018
Q1 | $697K | Buy |
4,798
+118
| +3% | +$17.1K | 0.46% | 42 |
|
|
2017
Q4 | $668K | Sell |
4,680
-35
| -0.7% | -$5K | 0.46% | 48 |
|
|
2017
Q3 | $644K | Sell |
4,715
-214
| -4% | -$29.2K | 0.48% | 46 |
|
|
2017
Q2 | $652K | Sell |
4,929
-340
| -6% | -$45K | 0.52% | 46 |
|
|
2017
Q1 | $640K | Buy |
5,269
+1,230
| +30% | +$149K | 0.52% | 49 |
|
|
2016
Q4 | $427K | Buy |
+4,039
| New | +$427K | 0.39% | 60 |
|