Sarah T. Connolly’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,848
| Closed | -$1.29M | – | 12 |
|
2023
Q3 | $1.29M | Sell |
7,848
-225
| -3% | -$37K | 0.85% | 44 |
|
2023
Q2 | $1.57M | Sell |
8,073
-23
| -0.3% | -$4.46K | 0.95% | 40 |
|
2023
Q1 | $1.65M | Buy |
8,096
+1,160
| +17% | +$237K | 1.05% | 35 |
|
2022
Q4 | $1.47M | Buy |
6,936
+643
| +10% | +$136K | 1% | 39 |
|
2022
Q3 | $1.35M | Buy |
6,293
+223
| +4% | +$47.9K | 0.99% | 39 |
|
2022
Q2 | $1.55M | Sell |
6,070
-10
| -0.2% | -$2.56K | 1.06% | 40 |
|
2022
Q1 | $1.53M | Buy |
6,080
+508
| +9% | +$128K | 0.89% | 43 |
|
2021
Q4 | $1.63M | Buy |
5,572
+1,391
| +33% | +$407K | 0.91% | 40 |
|
2021
Q3 | $1.11M | Buy |
4,181
+1
| +0% | +$265 | 0.91% | 44 |
|
2021
Q2 | $1.13M | Buy |
4,180
+50
| +1% | +$13.5K | 0.92% | 46 |
|
2021
Q1 | $988K | Buy |
4,130
+4
| +0.1% | +$957 | 0.88% | 48 |
|
2020
Q4 | $926K | Buy |
+4,126
| New | +$926K | 0.85% | 47 |
|