James Hambro & Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,705
| Closed | -$348K | – | 62 |
|
|
2023
Q1 | $348K | Sell |
1,705
-428
| -20% | -$87.4K | 0.03% | 51 |
|
|
2022
Q4 | $452K | Sell |
2,133
-300
| -12% | -$63.6K | 0.03% | 46 |
|
|
2022
Q3 | $522K | Sell |
2,433
-150
| -6% | -$32.2K | 0.05% | 42 |
|
|
2022
Q2 | $661K | Hold |
2,583
| – | – | 0.06% | 38 |
|
|
2022
Q1 | $650K | Hold |
2,583
| – | – | 0.05% | 39 |
|
|
2021
Q4 | $756K | Sell |
2,583
-159
| -6% | -$46.5K | 0.05% | 38 |
|
|
2021
Q3 | $728K | Buy |
2,742
+2,000
| +270% | +$531K | 0.05% | 44 |
|
|
2021
Q2 | $201K | Buy |
+742
| New | +$201K | 0.02% | 86 |
|
|
2021
Q1 | – | Sell |
-1,940
| Closed | -$435K | – | 95 |
|
|
2020
Q4 | $435K | Buy |
+1,940
| New | +$435K | 0.05% | 45 |
|