Nelson Capital Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-132
| Closed | -$29K | – | 112 |
|
|
2019
Q3 | $29K | Hold |
132
| – | – | 0.01% | 186 |
|
|
2019
Q2 | $27K | Buy |
+132
| New | +$27K | 0.01% | 181 |
|
|
2019
Q1 | – | Sell |
-32
| Closed | -$5K | – | 303 |
|
|
2018
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 235 |
|
|
2018
Q3 | $5K | Sell |
32
-21
| -40% | -$3.28K | ﹤0.01% | 228 |
|
|
2018
Q2 | $8K | Hold |
53
| – | – | ﹤0.01% | 203 |
|
|
2018
Q1 | $8K | Hold |
53
| – | – | ﹤0.01% | 211 |
|
|
2017
Q4 | $8K | Buy |
+53
| New | +$8K | ﹤0.01% | 241 |
|