KLI
Kelman-Lazarov Inc’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,637
| Closed | -$353K | – | 105 |
|
|
2023
Q4 | $353K | Sell |
1,637
-12
| -0.7% | -$2.59K | 0.08% | 81 |
|
|
2023
Q3 | $271K | Sell |
1,649
-114
| -6% | -$18.7K | 0.06% | 85 |
|
|
2023
Q2 | $342K | Buy |
1,763
+23
| +1% | +$4.46K | 0.08% | 79 |
|
|
2023
Q1 | $356K | Sell |
1,740
-71
| -4% | -$14.5K | 0.09% | 74 |
|
|
2022
Q4 | $384K | Sell |
1,811
-72
| -4% | -$15.3K | 0.11% | 68 |
|
|
2022
Q3 | $404K | Buy |
1,883
+200
| +12% | +$42.9K | 0.14% | 56 |
|
|
2022
Q2 | $430K | Sell |
1,683
-366
| -18% | -$93.5K | 0.15% | 55 |
|
|
2022
Q1 | $515K | Hold |
2,049
| – | – | 0.17% | 49 |
|
|
2021
Q4 | $599K | Sell |
2,049
-199
| -9% | -$58.2K | 0.19% | 46 |
|
|
2021
Q3 | $597K | Sell |
2,248
-29
| -1% | -$7.7K | 0.21% | 43 |
|
|
2021
Q2 | $615K | Sell |
2,277
-32
| -1% | -$8.64K | 0.21% | 43 |
|
|
2021
Q1 | $552K | Sell |
2,309
-58
| -2% | -$13.9K | 0.2% | 43 |
|
|
2020
Q4 | $531K | Hold |
2,367
| – | – | 0.2% | 43 |
|
|
2020
Q3 | $572K | Sell |
2,367
-66
| -3% | -$15.9K | 0.26% | 38 |
|
|
2020
Q2 | $629K | Sell |
2,433
-513
| -17% | -$133K | 0.29% | 36 |
|
|
2020
Q1 | $641K | Sell |
2,946
-995
| -25% | -$216K | 0.34% | 35 |
|
|
2019
Q4 | $906K | Sell |
3,941
-34
| -0.9% | -$7.82K | 0.41% | 40 |
|
|
2019
Q3 | $879K | Hold |
3,975
| – | – | 0.43% | 41 |
|
|
2019
Q2 | $813K | Sell |
3,975
-284
| -7% | -$58.1K | 0.42% | 42 |
|
|
2019
Q1 | $839K | Sell |
4,259
-686
| -14% | -$135K | 0.44% | 43 |
|
|
2018
Q4 | $782K | Sell |
4,945
-20
| -0.4% | -$3.16K | 0.49% | 48 |
|
|
2018
Q3 | $721K | Sell |
4,965
-725
| -13% | -$105K | 0.42% | 53 |
|
|
2018
Q2 | $820K | Sell |
5,690
-70
| -1% | -$10.1K | 0.44% | 59 |
|
|
2018
Q1 | $837K | Sell |
5,760
-270
| -4% | -$39.2K | 0.45% | 58 |
|
|
2017
Q4 | $860K | Hold |
6,030
| – | – | 0.44% | 61 |
|
|
2017
Q3 | $824K | Sell |
6,030
-4,945
| -45% | -$676K | 0.44% | 62 |
|
|
2017
Q2 | $1.45M | Sell |
10,975
-120
| -1% | -$15.9K | 0.8% | 39 |
|
|
2017
Q1 | $1.35M | Sell |
11,095
-1,500
| -12% | -$182K | 0.87% | 39 |
|
|
2016
Q4 | $1.33M | Sell |
12,595
-380
| -3% | -$40.2K | 0.75% | 41 |
|
|
2016
Q3 | $1.44M | Sell |
12,975
-350
| -3% | -$38.7K | 0.81% | 35 |
|
|
2016
Q2 | $1.51M | Hold |
13,325
| – | – | 0.86% | 37 |
|
|
2016
Q1 | $1.39M | Buy |
+13,325
| New | +$1.39M | 0.81% | 39 |
|