SIA
Schechter Investment Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $438K | Buy |
2,012
+149
| +8% | +$32.4K | 0.04% | 401 |
|
|
2024
Q4 | $342K | Sell |
1,863
-723
| -28% | -$133K | 0.03% | 459 |
|
|
2024
Q3 | $601K | Buy |
2,586
+178
| +7% | +$41.4K | 0.04% | 360 |
|
|
2024
Q2 | $468K | Buy |
+2,408
| New | +$468K | 0.04% | 387 |
|
|
2024
Q1 | – | Sell |
-2,972
| Closed | -$642K | – | 663 |
|
|
2023
Q4 | $642K | Buy |
2,972
+1,114
| +60% | +$240K | 0.06% | 311 |
|
|
2023
Q3 | $306K | Sell |
1,858
-2,242
| -55% | -$369K | 0.03% | 443 |
|
|
2023
Q2 | $795K | Buy |
4,100
+826
| +25% | +$160K | 0.07% | 288 |
|
|
2023
Q1 | $669K | Sell |
3,274
-114
| -3% | -$23.3K | 0.06% | 343 |
|
|
2022
Q4 | $718K | Sell |
3,388
-215
| -6% | -$45.6K | 0.07% | 392 |
|
|
2022
Q3 | $773K | Sell |
3,603
-873
| -20% | -$187K | 0.08% | 367 |
|
|
2022
Q2 | $1.14M | Buy |
4,476
+414
| +10% | +$106K | 0.11% | 241 |
|
|
2022
Q1 | $1.02M | Sell |
4,062
-769
| -16% | -$193K | 0.09% | 296 |
|
|
2021
Q4 | $1.41M | Buy |
+4,831
| New | +$1.41M | 0.13% | 203 |
|