Klingman & Associates’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-325
| Closed | -$37K | – | 108 |
|
|
2016
Q3 | $37K | Buy |
325
+300
| +1,200% | +$34.2K | 0.01% | 205 |
|
|
2016
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 345 |
|
|
2016
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 350 |
|
|
2015
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 366 |
|
|
2015
Q3 | $2K | Sell |
25
-293
| -92% | -$23.4K | ﹤0.01% | 392 |
|
|
2015
Q2 | $30K | Buy |
318
+293
| +1,172% | +$27.6K | 0.01% | 215 |
|
|
2015
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 349 |
|
|
2014
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 354 |
|