JDR
Jay D. Rosenbaum’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,060
| Closed | -$206K | – | 9 |
|
|
2024
Q2 | $206K | Sell |
1,060
-95
| -8% | -$18.5K | 1.17% | 30 |
|
|
2024
Q1 | $228K | Sell |
1,155
-1,921
| -62% | -$380K | 1.3% | 24 |
|
|
2023
Q4 | $664K | Sell |
3,076
-1,953
| -39% | -$422K | 1.72% | 16 |
|
|
2023
Q3 | $827K | Buy |
5,029
+123
| +3% | +$20.2K | 1.39% | 36 |
|
|
2023
Q2 | $951K | Buy |
4,906
+137
| +3% | +$26.6K | 1.53% | 25 |
|
|
2023
Q1 | $974K | Buy |
4,769
+570
| +14% | +$116K | 1.79% | 17 |
|
|
2022
Q4 | $890K | Buy |
4,199
+309
| +8% | +$65.5K | 1.92% | 20 |
|
|
2022
Q3 | $835K | Sell |
3,890
-46
| -1% | -$9.87K | 1.92% | 16 |
|
|
2022
Q2 | $1.01M | Buy |
3,936
+230
| +6% | +$58.8K | 1.95% | 15 |
|
|
2022
Q1 | $931K | Buy |
3,706
+100
| +3% | +$25.1K | 1.47% | 27 |
|
|
2021
Q4 | $1.06M | Buy |
3,606
+800
| +29% | +$234K | 1.55% | 24 |
|
|
2021
Q3 | $745K | Sell |
2,806
-12
| -0.4% | -$3.19K | 1.24% | 36 |
|
|
2021
Q2 | $761K | Hold |
2,818
| – | – | 1.26% | 37 |
|
|
2021
Q1 | $674K | Buy |
2,818
+270
| +11% | +$64.6K | 1.16% | 35 |
|
|
2020
Q4 | $572K | Buy |
2,548
+145
| +6% | +$32.6K | 0.99% | 40 |
|
|
2020
Q3 | $581K | Buy |
2,403
+344
| +17% | +$83.2K | 1.07% | 38 |
|
|
2020
Q2 | $533K | Buy |
2,059
+193
| +10% | +$50K | 1.05% | 36 |
|
|
2020
Q1 | $407K | Buy |
+1,866
| New | +$407K | 0.94% | 43 |
|