Rockbridge Investment Management’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 |
-50
| Closed | -$10.8K | – | 146 |
|
|
2023
Q4 | $10.8K | Buy |
+50
| New | +$10.8K | ﹤0.01% | 391 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$12.8K | – | 124 |
|
|
2022
Q2 | $12.8K | Sell |
50
-100
| -67% | -$25.6K | ﹤0.01% | 338 |
|
|
2022
Q1 | $38.5K | Sell |
150
-339
| -69% | -$87K | 0.01% | 332 |
|
|
2021
Q4 | $143K | Hold |
489
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $130K | Buy |
489
+16
| +3% | +$4.25K | 0.02% | 196 |
|
|
2021
Q2 | $128K | Hold |
473
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $113K | Buy |
473
+16
| +4% | +$3.82K | 0.02% | 195 |
|
|
2020
Q4 | $103K | Hold |
457
| – | – | 0.02% | 200 |
|
|
2020
Q3 | $110K | Buy |
457
+341
| +294% | +$82.1K | 0.03% | 180 |
|
|
2020
Q2 | $30K | Buy |
+116
| New | +$30K | 0.01% | 286 |
|