Shorepoint Capital Partners’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 |
-2,876
| Closed | -$558K | – | 104 |
|
|
2023
Q2 | $558K | Sell |
2,876
-1,000
| -26% | -$194K | 0.16% | 91 |
|
|
2023
Q1 | $792K | Sell |
3,876
-3,712
| -49% | -$759K | 0.23% | 87 |
|
|
2022
Q4 | $1.61M | Buy |
7,588
+3,739
| +97% | +$792K | 0.45% | 71 |
|
|
2022
Q3 | $826K | Buy |
3,849
+46
| +1% | +$9.87K | 0.39% | 62 |
|
|
2022
Q2 | $972K | Buy |
3,803
+169
| +5% | +$43.2K | 0.41% | 66 |
|
|
2022
Q1 | $913K | Buy |
3,634
+114
| +3% | +$28.6K | 0.38% | 60 |
|
|
2021
Q4 | $1.03M | Buy |
3,520
+70
| +2% | +$20.5K | 0.42% | 61 |
|
|
2021
Q3 | $916K | Buy |
+3,450
| New | +$916K | 0.41% | 61 |
|
|
2021
Q1 | $818K | Buy |
+3,421
| New | +$818K | 0.44% | 61 |
|