Kimelman & Baird’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $432K | Buy |
+1,600
| New | +$432K | 0.04% | 86 |
|
2019
Q3 | $354K | Hold |
1,600
| – | – | 0.05% | 81 |
|
2019
Q2 | $327K | Hold |
1,600
| – | – | 0.05% | 85 |
|
2019
Q1 | $315K | Hold |
1,600
| – | – | 0.05% | 87 |
|
2018
Q4 | $253K | Hold |
1,600
| – | – | 0.04% | 89 |
|
2018
Q3 | $233K | Sell |
1,600
-1,000
| -38% | -$146K | 0.03% | 94 |
|
2018
Q2 | $375K | Buy |
+2,600
| New | +$375K | 0.05% | 83 |
|
2017
Q4 | $537K | Hold |
3,763
| – | – | 0.08% | 78 |
|
2017
Q3 | $514K | Hold |
3,763
| – | – | 0.08% | 80 |
|
2017
Q2 | $498K | Hold |
3,763
| – | – | 0.08% | 82 |
|
2017
Q1 | $457K | Hold |
3,763
| – | – | 0.07% | 84 |
|
2016
Q4 | $398K | Buy |
+3,763
| New | +$398K | 0.07% | 82 |
|
2016
Q3 | – | Sell |
-1,774
| Closed | -$201K | – | 106 |
|
2016
Q2 | $201K | Buy |
+1,774
| New | +$201K | 0.04% | 98 |
|