Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-508
| Closed | -$100K | – | 126 |
|
|
2019
Q1 | $100K | Buy |
508
+400
| +370% | +$78.7K | 0.05% | 127 |
|
|
2018
Q4 | $17K | Hold |
108
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $16K | Sell |
108
-28
| -21% | -$4.15K | 0.01% | 219 |
|
|
2018
Q2 | $20K | Hold |
136
| – | – | 0.01% | 212 |
|
|
2018
Q1 | $20K | Sell |
136
-63
| -32% | -$9.27K | 0.01% | 206 |
|
|
2017
Q4 | $29K | Buy |
199
+63
| +46% | +$9.18K | 0.01% | 193 |
|
|
2017
Q3 | $19K | Sell |
136
-32
| -19% | -$4.47K | 0.01% | 208 |
|
|
2017
Q2 | $22K | Buy |
168
+28
| +20% | +$3.67K | 0.01% | 209 |
|
|
2017
Q1 | $17K | Hold |
140
| – | – | 0.01% | 223 |
|
|
2016
Q4 | $15K | Buy |
+140
| New | +$15K | 0.01% | 236 |
|