New 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $61K | Hold |
255
| – | – | 0.05% | 58 |
|
|
2020
Q4 | $57K | Hold |
255
| – | – | 0.03% | 63 |
|
|
2020
Q3 | $62K | Hold |
255
| – | – | 0.07% | 55 |
|
|
2020
Q2 | $66K | Sell |
255
-50
| -16% | -$12.9K | 0.09% | 50 |
|
|
2020
Q1 | $67K | Sell |
305
-244
| -44% | -$53.6K | 0.13% | 36 |
|
|
2019
Q4 | $126K | Hold |
549
| – | – | 0.21% | 31 |
|
|
2019
Q3 | $122K | Hold |
549
| – | – | 0.1% | 30 |
|
|
2019
Q2 | $112K | Hold |
549
| – | – | 0.2% | 32 |
|
|
2019
Q1 | $108K | Hold |
549
| – | – | 0.3% | 33 |
|
|
2018
Q4 | $87K | Hold |
549
| – | – | 0.16% | 32 |
|
|
2018
Q3 | $80K | Hold |
549
| – | – | 0.13% | 47 |
|
|
2018
Q2 | $79K | Hold |
549
| – | – | 0.14% | 46 |
|
|
2018
Q1 | $80K | Hold |
549
| – | – | 0.21% | 48 |
|
|
2017
Q4 | $78K | Hold |
549
| – | – | 0.1% | 53 |
|
|
2017
Q3 | $75K | Hold |
549
| – | – | 0.13% | 52 |
|
|
2017
Q2 | $67K | Hold |
549
| – | – | 0.12% | 56 |
|
|
2017
Q1 | $67K | Hold |
549
| – | – | 0.12% | 56 |
|
|
2016
Q4 | $58K | Buy |
+549
| New | +$58K | 0.08% | 56 |
|