SAM
Sequent Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,675
| Closed | -$342K | – | 55 |
|
|
2023
Q1 | $342K | Buy |
+1,675
| New | +$342K | 0.39% | 43 |
|
|
2022
Q4 | – | Sell |
-1,919
| Closed | -$412K | – | 69 |
|
|
2022
Q3 | $412K | Hold |
1,919
| – | – | 0.31% | 46 |
|
|
2022
Q2 | $491K | Hold |
1,919
| – | – | 0.36% | 43 |
|
|
2022
Q1 | $482K | Sell |
1,919
-177
| -8% | -$44.5K | 0.28% | 47 |
|
|
2021
Q4 | $613K | Hold |
2,096
| – | – | 0.33% | 41 |
|
|
2021
Q3 | $556K | Buy |
2,096
+76
| +4% | +$20.2K | 0.32% | 43 |
|
|
2021
Q2 | $546K | Hold |
2,020
| – | – | 0.31% | 45 |
|
|
2021
Q1 | $483K | Buy |
+2,020
| New | +$483K | 0.3% | 51 |
|