Kavar Capital Partners Group’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-700
| Closed | -$205K | – | 157 |
|
|
2021
Q4 | $205K | Buy |
+700
| New | +$205K | 0.04% | 159 |
|
|
2019
Q3 | – | Sell |
-229
| Closed | -$47K | – | 148 |
|
|
2019
Q2 | $47K | Buy |
+229
| New | +$47K | 0.02% | 232 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$29K | – | 111 |
|
|
2018
Q2 | $29K | Hold |
200
| – | – | 0.01% | 229 |
|
|
2018
Q1 | $29K | Buy |
+200
| New | +$29K | 0.02% | 230 |
|
|
2016
Q1 | – | Sell |
-236
| Closed | -$22K | – | 109 |
|
|
2015
Q4 | $22K | Buy |
236
+4
| +2% | +$373 | 0.01% | 218 |
|
|
2015
Q3 | $20K | Buy |
232
+6
| +3% | +$517 | 0.01% | 228 |
|
|
2015
Q2 | $21K | Buy |
+226
| New | +$21K | 0.01% | 242 |
|
|
2014
Q2 | – | Sell |
-266
| Closed | -$21K | – | 142 |
|
|
2014
Q1 | $21K | Buy |
266
+26
| +11% | +$2.05K | 0.02% | 257 |
|
|
2013
Q4 | $19K | Buy |
+240
| New | +$19K | 0.02% | 248 |
|