Ranch Capital Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,269
| Closed | -$275K | – | 155 |
|
|
2023
Q4 | $275K | Buy |
+1,269
| New | +$275K | 0.17% | 121 |
|
|
2023
Q3 | – | Sell |
-1,210
| Closed | -$236K | – | 143 |
|
|
2023
Q2 | $236K | Sell |
1,210
-84
| -6% | -$16.4K | 0.17% | 128 |
|
|
2023
Q1 | $264K | Buy |
1,294
+31
| +2% | +$6.33K | 0.19% | 124 |
|
|
2022
Q4 | $267K | Buy |
1,263
+27
| +2% | +$5.72K | 0.21% | 123 |
|
|
2022
Q3 | $265K | Buy |
1,236
+16
| +1% | +$3.43K | 0.22% | 123 |
|
|
2022
Q2 | $312K | Buy |
1,220
+41
| +3% | +$10.5K | 0.24% | 110 |
|
|
2022
Q1 | $296K | Buy |
1,179
+40
| +4% | +$10K | 0.2% | 121 |
|
|
2021
Q4 | $333K | Sell |
1,139
-1
| -0.1% | -$292 | 0.22% | 115 |
|
|
2021
Q3 | $303K | Buy |
1,140
+73
| +7% | +$19.4K | 0.19% | 126 |
|
|
2021
Q2 | $288K | Buy |
1,067
+38
| +4% | +$10.3K | 0.17% | 130 |
|
|
2021
Q1 | $246K | Buy |
1,029
+25
| +2% | +$5.98K | 0.16% | 139 |
|
|
2020
Q4 | $225K | Buy |
1,004
+65
| +7% | +$14.6K | 0.16% | 135 |
|
|
2020
Q3 | $233K | Buy |
939
+14
| +2% | +$3.47K | 0.19% | 123 |
|
|
2020
Q2 | $234K | Sell |
925
-116
| -11% | -$29.3K | 0.18% | 126 |
|
|
2020
Q1 | $226K | Buy |
1,041
+276
| +36% | +$59.9K | 0.22% | 111 |
|
|
2019
Q4 | $176K | Buy |
+765
| New | +$176K | 0.14% | 150 |
|