Seneca House Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,122
| Closed | -$2.16M | – | 78 |
|
|
2023
Q2 | $2.16M | Sell |
11,122
-388
| -3% | -$75.2K | 1.08% | 32 |
|
|
2023
Q1 | $2.35M | Buy |
11,510
+376
| +3% | +$76.8K | 1.22% | 31 |
|
|
2022
Q4 | $2.36M | Buy |
11,134
+4,001
| +56% | +$848K | 1.3% | 29 |
|
|
2022
Q3 | $1.53M | Buy |
7,133
+135
| +2% | +$29K | 1.13% | 30 |
|
|
2022
Q2 | $1.79M | Sell |
6,998
-56
| -0.8% | -$14.3K | 1.17% | 28 |
|
|
2022
Q1 | $1.77M | Buy |
7,054
+775
| +12% | +$195K | 0.93% | 28 |
|
|
2021
Q4 | $1.84M | Buy |
6,279
+2,089
| +50% | +$611K | 0.97% | 28 |
|
|
2021
Q3 | $1.11M | Buy |
+4,190
| New | +$1.11M | 0.67% | 33 |
|