Mount Yale Investment Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9K | Buy |
+293
| New | +$64.9K | 0.01% | 742 |
|
|
2024
Q1 | – | Sell |
-1,376
| Closed | -$297K | – | 536 |
|
|
2023
Q4 | $297K | Buy |
+1,376
| New | +$297K | 0.03% | 411 |
|
|
2021
Q2 | – | Sell |
-4,159
| Closed | -$994K | – | 422 |
|
|
2021
Q1 | $994K | Buy |
+4,159
| New | +$994K | 0.13% | 163 |
|
|
2018
Q4 | – | Sell |
-718
| Closed | -$113K | – | 336 |
|
|
2018
Q3 | $113K | Hold |
718
| – | – | 0.02% | 400 |
|
|
2018
Q2 | $104K | Buy |
718
+560
| +354% | +$81.1K | 0.02% | 445 |
|
|
2018
Q1 | $23K | Buy |
+158
| New | +$23K | ﹤0.01% | 739 |
|