Rowland Carmichael Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $327K | Sell |
1,456
-15
| -1% | -$3.37K | 0.1% | 210 |
|
|
2020
Q3 | $356K | Buy |
1,471
+27
| +2% | +$6.53K | 0.14% | 171 |
|
|
2020
Q2 | $373K | Buy |
1,444
+36
| +3% | +$9.3K | 0.16% | 159 |
|
|
2020
Q1 | $307K | Sell |
1,408
-12
| -0.8% | -$2.62K | 0.16% | 169 |
|
|
2019
Q4 | $326K | Buy |
1,420
+18
| +1% | +$4.13K | 0.11% | 209 |
|
|
2019
Q3 | $310K | Sell |
1,402
-9
| -0.6% | -$1.99K | 0.11% | 210 |
|
|
2019
Q2 | $288K | Buy |
1,411
+98
| +7% | +$20K | 0.1% | 208 |
|
|
2019
Q1 | $259K | Buy |
+1,313
| New | +$259K | 0.1% | 208 |
|
|
2018
Q4 | – | Sell |
-3,986
| Closed | -$579K | – | 302 |
|
|
2018
Q3 | $579K | Hold |
3,986
| – | – | 0.22% | 115 |
|
|
2018
Q2 | $575K | Buy |
3,986
+100
| +3% | +$14.4K | 0.24% | 111 |
|
|
2018
Q1 | $565K | Sell |
3,886
-85
| -2% | -$12.4K | 0.31% | 100 |
|
|
2017
Q4 | $567K | Sell |
3,971
-1,000
| -20% | -$143K | 0.29% | 109 |
|
|
2017
Q3 | $679K | Hold |
4,971
| – | – | 0.38% | 84 |
|
|
2017
Q2 | $658K | Hold |
4,971
| – | – | 0.38% | 88 |
|
|
2017
Q1 | $604K | Sell |
4,971
-677
| -12% | -$82.3K | 0.37% | 88 |
|
|
2016
Q4 | $597K | Sell |
5,648
-263
| -4% | -$27.8K | 0.35% | 88 |
|
|
2016
Q3 | $670K | Sell |
5,911
-443
| -7% | -$50.2K | 0.43% | 80 |
|
|
2016
Q2 | $722K | Buy |
+6,354
| New | +$722K | 0.45% | 82 |
|