Legacy Private Trust’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,057
| Closed | -$246K | – | 240 |
|
|
2024
Q3 | $246K | Hold |
1,057
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $205K | Sell |
1,057
-81
| -7% | -$15.7K | 0.01% | 224 |
|
|
2024
Q1 | $225K | Buy |
1,138
+208
| +22% | +$41.1K | 0.02% | 219 |
|
|
2023
Q4 | $201K | Buy |
+930
| New | +$201K | 0.02% | 218 |
|
|
2023
Q3 | – | Sell |
-1,050
| Closed | -$204K | – | 233 |
|
|
2023
Q2 | $204K | Sell |
1,050
-100
| -9% | -$19.4K | 0.02% | 223 |
|
|
2023
Q1 | $235K | Buy |
1,150
+90
| +8% | +$18.4K | 0.02% | 213 |
|
|
2022
Q4 | $225K | Hold |
1,060
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $228K | Hold |
1,060
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $271K | Sell |
1,060
-92
| -8% | -$23.5K | 0.02% | 202 |
|
|
2022
Q1 | $289K | Buy |
1,152
+92
| +9% | +$23.1K | 0.02% | 221 |
|
|
2021
Q4 | $310K | Hold |
1,060
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $281K | Hold |
1,060
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $286K | Sell |
1,060
-30
| -3% | -$8.09K | 0.02% | 206 |
|
|
2021
Q1 | $261K | Sell |
1,090
-30
| -3% | -$7.18K | 0.02% | 207 |
|
|
2020
Q4 | $251K | Sell |
1,120
-163
| -13% | -$36.5K | 0.02% | 213 |
|
|
2020
Q3 | $310K | Buy |
1,283
+38
| +3% | +$9.18K | 0.03% | 192 |
|
|
2020
Q2 | $322K | Sell |
1,245
-35
| -3% | -$9.05K | 0.04% | 177 |
|
|
2020
Q1 | $279K | Sell |
1,280
-100
| -7% | -$21.8K | 0.04% | 181 |
|
|
2019
Q4 | $317K | Sell |
1,380
-75
| -5% | -$17.2K | 0.03% | 201 |
|
|
2019
Q3 | $322K | Sell |
1,455
-65
| -4% | -$14.4K | 0.04% | 198 |
|
|
2019
Q2 | $311K | Sell |
1,520
-100
| -6% | -$20.5K | 0.04% | 203 |
|
|
2019
Q1 | $319K | Sell |
1,620
-75
| -4% | -$14.8K | 0.04% | 193 |
|
|
2018
Q4 | $268K | Hold |
1,695
| – | – | 0.03% | 204 |
|
|
2018
Q3 | $246K | Sell |
1,695
-1,790
| -51% | -$260K | 0.03% | 209 |
|
|
2018
Q2 | $503K | Sell |
3,485
-2,080
| -37% | -$300K | 0.06% | 170 |
|
|
2018
Q1 | $809K | Buy |
+5,565
| New | +$809K | 0.09% | 148 |
|