RE Dickinson Investment 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
Q4 | $2.37M | Hold |
1,294
| – | – | 0.13% | 45 |
|
|
2024
Q3 | $301K | Hold |
1,294
| – | – | 0.17% | 39 |
|
|
2024
Q2 | $252K | Sell |
1,294
-73
| -5% | -$14.2K | 0.15% | 43 |
|
|
2024
Q1 | $270K | Sell |
1,367
-4
| -0.3% | -$790 | 0.17% | 40 |
|
|
2023
Q4 | $296K | Hold |
1,371
| – | – | 0.2% | 33 |
|
|
2023
Q3 | $225K | Buy |
1,371
+23
| +2% | +$3.78K | 0.16% | 40 |
|
|
2023
Q2 | $261K | Sell |
1,348
-50
| -4% | -$9.68K | 0.1% | 74 |
|
|
2023
Q1 | $286K | Buy |
1,398
+10
| +0.7% | +$2.05K | 0.1% | 78 |
|
|
2022
Q4 | $294K | Hold |
1,388
| – | – | 0.12% | 64 |
|
|
2022
Q3 | $260K | Sell |
1,388
-15
| -1% | -$2.81K | 0.21% | 33 |
|
|
2022
Q2 | $359 | Sell |
1,403
-49
| -3% | -$13 | 0.05% | 32 |
|
|
2022
Q1 | $365K | Hold |
1,452
| – | – | 0.25% | 33 |
|
|
2021
Q4 | $425K | Buy |
+1,452
| New | +$425K | 0.32% | 29 |
|