LB
Legacy Bridge’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,442
| Closed | -$1.08M | – | 287 |
|
|
2024
Q1 | $1.08M | Sell |
5,442
-14
| -0.3% | -$2.77K | 0.63% | 67 |
|
|
2023
Q4 | $1.18M | Sell |
5,456
-330
| -6% | -$71.2K | 0.76% | 59 |
|
|
2023
Q3 | $952K | Hold |
5,786
| – | – | 0.68% | 65 |
|
|
2023
Q2 | $1.12M | Sell |
5,786
-550
| -9% | -$107K | 0.75% | 54 |
|
|
2023
Q1 | $1.29M | Hold |
6,336
| – | – | 0.9% | 40 |
|
|
2022
Q4 | $1.34M | Hold |
6,336
| – | – | 0.95% | 32 |
|
|
2022
Q3 | $1.36M | Hold |
6,336
| – | – | 1.08% | 20 |
|
|
2022
Q2 | $1.62M | Hold |
6,336
| – | – | 1.19% | 12 |
|
|
2022
Q1 | $1.59M | Sell |
6,336
-85
| -1% | -$21.4K | 0.93% | 28 |
|
|
2021
Q4 | $1.88M | Buy |
6,421
+15
| +0.2% | +$4.39K | 0.98% | 21 |
|
|
2021
Q3 | $1.7M | Hold |
6,406
| – | – | 0.98% | 21 |
|
|
2021
Q2 | $1.73M | Buy |
6,406
+4,015
| +168% | +$1.08M | 0.98% | 23 |
|
|
2021
Q1 | $572K | Buy |
2,391
+535
| +29% | +$128K | 0.37% | 95 |
|
|
2020
Q4 | $417K | Hold |
1,856
| – | – | 0.3% | 107 |
|
|
2020
Q3 | $449K | Buy |
1,856
+300
| +19% | +$72.6K | 0.41% | 85 |
|
|
2020
Q2 | $402K | Hold |
1,556
| – | – | 0.44% | 83 |
|
|
2020
Q1 | $339K | Buy |
1,556
+186
| +14% | +$40.5K | 0.43% | 88 |
|
|
2019
Q4 | $315K | Buy |
1,370
+1,350
| +6,750% | +$310K | 0.26% | 116 |
|
|
2019
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 271 |
|