Private Ocean’s American Tower AMT Stock Holding History

Private Ocean’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$14K	Hold	72	–	–	﹤0.01%	355
2024 Q1	$14.3K	Hold	72	–	–	﹤0.01%	331
2023 Q4	$15.6K	Sell	72 -52	-42%	-$11.3K	﹤0.01%	326
2023 Q3	$20.4K	Hold	124	–	–	﹤0.01%	306
2023 Q2	$24.1K	Sell	124 -35	-22%	-$6.8K	﹤0.01%	325
2023 Q1	$32.5K	Buy	159 +10	+7%	+$2.05K	﹤0.01%	271
2022 Q4	$31.4K	Buy	149 +48	+48%	+$10.1K	﹤0.01%	272
2022 Q3	$21K	Hold	101	–	–	﹤0.01%	304
2022 Q2	$25K	Hold	101	–	–	﹤0.01%	281
2022 Q1	$25K	Hold	101	–	–	﹤0.01%	318
2021 Q4	$30K	Hold	101	–	–	﹤0.01%	324
2021 Q3	$27K	Sell	101 -33	-25%	-$8.82K	﹤0.01%	326
2021 Q2	$36K	Sell	134 -48	-26%	-$12.9K	﹤0.01%	289
2021 Q1	$44K	Sell	182 -32	-15%	-$7.74K	0.01%	266
2020 Q4	$48K	Sell	214 -7	-3%	-$1.57K	0.01%	228
2020 Q3	$54K	Sell	221 -100	-31%	-$24.4K	0.01%	204
2020 Q2	$83K	Sell	321 -333	-51%	-$86.1K	0.02%	157
2020 Q1	$142K	Sell	654 -326	-33%	-$70.8K	0.04%	110
2019 Q4	$226K	Buy	980 +639	+187%	+$147K	0.05%	88
2019 Q3	$76K	Buy	341 +54	+19%	+$12K	0.02%	182
2019 Q2	$58K	Sell	287 -57	-17%	-$11.5K	0.02%	190
2019 Q1	$68K	Hold	344	–	–	0.02%	172
2018 Q4	$54K	Buy	344 +208	+153%	+$32.7K	0.02%	161
2018 Q3	$20K	Buy	136 +1	+0.7%	+$147	0.01%	214
2018 Q2	$20K	Hold	135	–	–	0.01%	232
2018 Q1	$19K	Hold	135	–	–	0.01%	256
2017 Q4	$19K	Sell	135 -10	-7%	-$1.41K	0.01%	190
2017 Q3	$20K	Buy	145 +45	+45%	+$6.21K	0.01%	123
2017 Q2	$13K	Hold	100	–	–	0.01%	134
2017 Q1	$12K	Hold	100	–	–	0.01%	136
2016 Q4	$11K	Hold	100	–	–	0.01%	147
2016 Q3	$11K	Hold	100	–	–	0.01%	153
2016 Q2	$11K	Hold	100	–	–	0.01%	146
2016 Q1	$10K	Hold	100	–	–	0.01%	139
2015 Q4	$10K	Hold	100	–	–	0.01%	145
2015 Q3	$9K	Hold	100	–	–	0.01%	147
2015 Q2	$9K	Hold	100	–	–	0.01%	130
2015 Q1	$9K	Hold	100	–	–	0.01%	133
2014 Q4	$10K	Hold	100	–	–	0.01%	145
2014 Q3	$9K	Hold	100	–	–	0.01%	161
2014 Q2	$9K	Hold	100	–	–	0.01%	162
2014 Q1	$8K	Hold	100	–	–	0.01%	160
2013 Q4	$8K	Buy	+100	New	+$8K	0.01%	150