J.W. Burns & Co’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-844
| Closed | -$216K | – | 170 |
|
2022
Q2 | $216K | Hold |
844
| – | – | 0.04% | 156 |
|
2022
Q1 | $212K | Sell |
844
-5
| -0.6% | -$1.26K | 0.03% | 170 |
|
2021
Q4 | $248K | Sell |
849
-30
| -3% | -$8.76K | 0.04% | 171 |
|
2021
Q3 | $233K | Hold |
879
| – | – | 0.04% | 167 |
|
2021
Q2 | $237K | Hold |
879
| – | – | 0.04% | 168 |
|
2021
Q1 | $210K | Buy |
+879
| New | +$210K | 0.04% | 172 |
|