Rockefeller Financial Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $977K | Sell |
6,850
-100
| -1% | -$14.3K | 0.02% | 231 |
|
|
2017
Q3 | $950K | Buy |
+6,950
| New | +$950K | 0.02% | 211 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$20K | – | 516 |
|
|
2014
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2014
Q3 | $19K | Sell |
200
-92
| -32% | -$8.74K | ﹤0.01% | 431 |
|
|
2014
Q2 | $26K | Sell |
292
-908
| -76% | -$80.8K | ﹤0.01% | 450 |
|
|
2014
Q1 | $98K | Buy |
+1,200
| New | +$98K | ﹤0.01% | 391 |
|