JTC Employer Solutions Trustee’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-400
| Closed | -$79K | – | 329 |
|
2024
Q1 | $79K | Hold |
400
| – | – | 0.01% | 225 |
|
2023
Q4 | $87K | Hold |
400
| – | – | 0.01% | 208 |
|
2023
Q3 | $66K | Hold |
400
| – | – | 0.01% | 237 |
|
2023
Q2 | $78K | Hold |
400
| – | – | 0.01% | 221 |
|
2023
Q1 | $82K | Sell |
400
-88
| -18% | -$18K | 0.01% | 222 |
|
2022
Q4 | $104K | Hold |
488
| – | – | 0.01% | 192 |
|
2022
Q3 | $105K | Hold |
488
| – | – | 0.02% | 158 |
|
2022
Q2 | $125K | Hold |
488
| – | – | 0.02% | 134 |
|
2022
Q1 | $123K | Hold |
488
| – | – | 0.01% | 148 |
|
2021
Q4 | $143K | Hold |
488
| – | – | 0.02% | 138 |
|
2021
Q3 | $129K | Hold |
488
| – | – | 0.02% | 145 |
|
2021
Q2 | $132K | Buy |
+488
| New | +$132K | 0.02% | 135 |
|