Meristem Family 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
Q1 | $407K | Sell |
1,621
-2,441
| -60% | -$613K | 0.04% | 213 |
|
|
2021
Q4 | $1.19M | Buy |
4,062
+31
| +0.8% | +$9.07K | 0.1% | 113 |
|
|
2021
Q3 | $1.07M | Buy |
4,031
+323
| +9% | +$85.7K | 0.1% | 118 |
|
|
2021
Q2 | $1M | Buy |
3,708
+2,744
| +285% | +$742K | 0.16% | 91 |
|
|
2021
Q1 | $230K | Buy |
964
+37
| +4% | +$8.83K | 0.05% | 208 |
|
|
2020
Q4 | $208K | Buy |
927
+42
| +5% | +$9.42K | 0.04% | 209 |
|
|
2020
Q3 | $214K | Buy |
885
+59
| +7% | +$14.3K | 0.05% | 177 |
|
|
2020
Q2 | $214K | Buy |
+826
| New | +$214K | 0.06% | 171 |
|