Lake Street Private Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-887
| Closed | -$223K | – | 296 |
|
|
2022
Q1 | $223K | Sell |
887
-127
| -13% | -$31.9K | 0.04% | 284 |
|
|
2021
Q4 | $297K | Buy |
+1,014
| New | +$297K | 0.05% | 254 |
|
|
2021
Q3 | – | Sell |
-809
| Closed | -$219K | – | 227 |
|
|
2021
Q2 | $219K | Buy |
+809
| New | +$219K | 0.06% | 196 |
|
|
2021
Q1 | – | Sell |
-1,651
| Closed | -$371K | – | 203 |
|
|
2020
Q4 | $371K | Buy |
1,651
+178
| +12% | +$40K | 0.11% | 150 |
|
|
2020
Q3 | $356K | Sell |
1,473
-84
| -5% | -$20.3K | 0.12% | 129 |
|
|
2020
Q2 | $402K | Buy |
1,557
+238
| +18% | +$61.4K | 0.15% | 115 |
|
|
2020
Q1 | $287K | Buy |
1,319
+316
| +32% | +$68.8K | 0.13% | 121 |
|
|
2019
Q4 | $231K | Buy |
1,003
+33
| +3% | +$7.6K | 0.09% | 154 |
|
|
2019
Q3 | $215K | Buy |
+970
| New | +$215K | 0.1% | 142 |
|