JAG
Journey Advisory Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,064
| Closed | -$230K | – | 235 |
|
|
2023
Q4 | $230K | Sell |
1,064
-3,726
| -78% | -$804K | 0.03% | 199 |
|
|
2023
Q3 | $788K | Sell |
4,790
-6,063
| -56% | -$997K | 0.12% | 119 |
|
|
2023
Q2 | $2.1M | Buy |
10,853
+281
| +3% | +$54.5K | 0.31% | 82 |
|
|
2023
Q1 | $2.16M | Sell |
10,572
-703
| -6% | -$144K | 0.34% | 80 |
|
|
2022
Q4 | $2.39M | Sell |
11,275
-1,149
| -9% | -$243K | 0.59% | 49 |
|
|
2022
Q3 | $2.67M | Buy |
12,424
+285
| +2% | +$61.2K | 0.68% | 38 |
|
|
2022
Q2 | $3.26M | Buy |
12,139
+1,708
| +16% | +$459K | 0.75% | 32 |
|
|
2022
Q1 | $2.62M | Buy |
10,431
+777
| +8% | +$195K | 0.66% | 37 |
|
|
2021
Q4 | $2.82M | Buy |
9,654
+788
| +9% | +$231K | 0.78% | 30 |
|
|
2021
Q3 | $2.35M | Sell |
8,866
-231
| -3% | -$61.3K | 0.76% | 31 |
|
|
2021
Q2 | $2.46M | Buy |
9,097
+7,947
| +691% | +$2.15M | 0.78% | 33 |
|
|
2021
Q1 | $275K | Sell |
1,150
-16
| -1% | -$3.83K | 0.1% | 159 |
|
|
2020
Q4 | $262K | Buy |
+1,166
| New | +$262K | 0.1% | 153 |
|