Marino Stram & Associates’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,999
| Closed | -$647K | – | 172 |
|
|
2023
Q4 | $647K | Buy |
2,999
+1
| +0% | +$216 | 0.17% | 92 |
|
|
2023
Q3 | $493K | Buy |
2,998
+117
| +4% | +$19.2K | 0.14% | 99 |
|
|
2023
Q2 | $559K | Sell |
2,881
-46
| -2% | -$8.92K | 0.16% | 94 |
|
|
2023
Q1 | $598K | Buy |
2,927
+60
| +2% | +$12.3K | 0.18% | 84 |
|
|
2022
Q4 | $607K | Buy |
+2,867
| New | +$607K | 0.19% | 83 |
|
|
2022
Q1 | – | Sell |
-690
| Closed | -$202K | – | 143 |
|
|
2021
Q4 | $202K | Buy |
+690
| New | +$202K | 0.06% | 146 |
|
|
2021
Q3 | – | Sell |
-7,462
| Closed | -$2.02M | – | 150 |
|
|
2021
Q2 | $2.02M | Buy |
+7,462
| New | +$2.02M | 0.53% | 53 |
|
|
2019
Q2 | – | Sell |
-80
| Closed | -$16K | – | 105 |
|
|
2019
Q1 | $16K | Hold |
80
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $13K | Hold |
80
| – | – | 0.01% | 250 |
|
|
2018
Q3 | $12K | Hold |
80
| – | – | 0.01% | 284 |
|
|
2018
Q2 | $12K | Sell |
80
-26
| -25% | -$3.9K | 0.01% | 281 |
|
|
2018
Q1 | $15K | Buy |
106
+1
| +1% | +$142 | 0.01% | 277 |
|
|
2017
Q4 | $15K | Buy |
+105
| New | +$15K | 0.01% | 279 |
|