Lenox Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $157K | Sell |
591
-45
| -7% | -$12K | 0.02% | 126 |
|
|
2021
Q4 | $186K | Buy |
636
+11
| +2% | +$3.22K | 0.02% | 118 |
|
|
2021
Q3 | $166K | Buy |
625
+385
| +160% | +$102K | 0.02% | 118 |
|
|
2021
Q2 | $65K | Buy |
240
+199
| +485% | +$53.9K | 0.01% | 200 |
|
|
2021
Q1 | $10K | Sell |
41
-35
| -46% | -$8.54K | ﹤0.01% | 415 |
|
|
2020
Q4 | $17K | Buy |
+76
| New | +$17K | ﹤0.01% | 337 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$3K | – | 587 |
|
|
2020
Q1 | $3K | Sell |
14
-117
| -89% | -$25.1K | ﹤0.01% | 484 |
|
|
2019
Q4 | $30K | Buy |
131
+16
| +14% | +$3.66K | ﹤0.01% | 255 |
|
|
2019
Q3 | $25K | Hold |
115
| – | – | ﹤0.01% | 254 |
|
|
2019
Q2 | $24K | Buy |
+115
| New | +$24K | ﹤0.01% | 203 |
|
|
2018
Q3 | – | Sell |
-117
| Closed | -$17K | – | 408 |
|
|
2018
Q2 | $17K | Buy |
+117
| New | +$17K | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-335
| Closed | -$44K | – | 236 |
|
|
2017
Q2 | $44K | Buy |
+335
| New | +$44K | 0.01% | 61 |
|
|
2016
Q1 | – | Sell |
-45
| Closed | -$4K | – | 257 |
|
|
2015
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 236 |
|
|
2015
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 274 |
|
|
2015
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 226 |
|
|
2015
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 250 |
|
|
2014
Q4 | $4K | Sell |
45
-2
| -4% | -$178 | ﹤0.01% | 254 |
|
|
2014
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 244 |
|
|
2014
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 169 |
|
|
2014
Q1 | $4K | Sell |
47
-22
| -32% | -$1.87K | ﹤0.01% | 174 |
|
|
2013
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 211 |
|