Realta Investment Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,856
| Closed | -$361K | – | 370 |
|
|
2024
Q2 | $361K | Sell |
1,856
-156
| -8% | -$29.2K | 0.07% | 282 |
|
|
2024
Q1 | $398K | Sell |
2,012
-442
| -18% | -$88K | 0.08% | 268 |
|
|
2023
Q4 | $530K | Sell |
2,454
-381
| -13% | -$72K | 0.12% | 214 |
|
|
2023
Q3 | $550K | Sell |
2,835
-380
| -12% | -$69.4K | 0.13% | 188 |
|
|
2023
Q2 | $623K | Buy |
3,215
+277
| +9% | +$54.2K | 0.14% | 174 |
|
|
2023
Q1 | $600K | Sell |
2,938
-310
| -10% | -$65K | 0.15% | 178 |
|
|
2022
Q4 | $688K | Sell |
3,248
-203
| -6% | -$42.3K | 0.17% | 142 |
|
|
2022
Q3 | $741K | Sell |
3,451
-175
| -5% | -$45K | 0.19% | 134 |
|
|
2022
Q2 | $937K | Buy |
3,626
+60
| +2% | +$15.1K | 0.23% | 104 |
|
|
2022
Q1 | $896K | Sell |
3,566
-386
| -10% | -$94.2K | 0.18% | 123 |
|
|
2021
Q4 | $1.16M | Buy |
3,952
+223
| +6% | +$60.9K | 0.25% | 94 |
|
|
2021
Q3 | $990K | Buy |
3,729
+58
| +2% | +$16.5K | 0.23% | 105 |
|
|
2021
Q2 | $992K | Buy |
3,671
+435
| +13% | +$111K | 0.24% | 109 |
|
|
2021
Q1 | $774K | Buy |
3,236
+164
| +5% | +$36.5K | 0.2% | 132 |
|
|
2020
Q4 | $690K | Buy |
3,072
+539
| +21% | +$125K | 0.2% | 118 |
|
|
2020
Q3 | $612K | Sell |
2,533
-891
| -26% | -$226K | 0.21% | 118 |
|
|
2020
Q2 | $885K | Buy |
3,424
+32
| +0.9% | +$7.92K | 0.29% | 82 |
|
|
2020
Q1 | $739K | Buy |
3,392
+1,762
| +108% | +$410K | 0.32% | 78 |
|
|
2019
Q4 | $348K | Sell |
1,630
-163
| -9% | -$35.5K | 0.1% | 244 |
|
|
2019
Q3 | $396K | Buy |
1,793
+116
| +7% | +$25.3K | 0.11% | 211 |
|
|
2019
Q2 | $341K | Buy |
1,677
+836
| +99% | +$168K | 0.09% | 232 |
|
|
2019
Q1 | $165K | Buy |
+841
| New | +$147K | 0.08% | 311 |
|
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