Simplicity Solutions’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.84M | Buy |
8,533
+1,632
| +24% | +$352K | 0.05% | 311 |
|
|
2023
Q3 | $1.13M | Sell |
6,901
-497
| -7% | -$81.7K | 0.04% | 386 |
|
|
2023
Q2 | $1.43M | Sell |
7,398
-2,272
| -23% | -$441K | 0.04% | 377 |
|
|
2023
Q1 | $1.98M | Buy |
9,670
+5,693
| +143% | +$1.16M | 0.05% | 315 |
|
|
2022
Q4 | $843K | Sell |
3,977
-205
| -5% | -$43.4K | 0.11% | 231 |
|
|
2022
Q3 | $898K | Buy |
4,182
+855
| +26% | +$184K | 0.13% | 192 |
|
|
2022
Q2 | $850K | Buy |
3,327
+682
| +26% | +$174K | 0.11% | 208 |
|
|
2022
Q1 | $665K | Sell |
2,645
-3,931
| -60% | -$988K | 0.08% | 253 |
|
|
2021
Q4 | $1.92M | Buy |
6,576
+3,694
| +128% | +$1.08M | 0.21% | 112 |
|
|
2021
Q3 | $765K | Buy |
2,882
+299
| +12% | +$79.4K | 0.12% | 186 |
|
|
2021
Q2 | $698K | Sell |
2,583
-921
| -26% | -$249K | 0.14% | 161 |
|
|
2021
Q1 | $838K | Sell |
3,504
-2,461
| -41% | -$589K | 0.18% | 120 |
|
|
2020
Q4 | $1.34M | Sell |
5,965
-1,544
| -21% | -$347K | 0.02% | 473 |
|
|
2020
Q3 | $1.82M | Buy |
7,509
+2,924
| +64% | +$707K | 0.03% | 350 |
|
|
2020
Q2 | $1.19M | Buy |
4,585
+283
| +7% | +$73.1K | 0.02% | 425 |
|
|
2020
Q1 | $937K | Sell |
4,302
-512
| -11% | -$112K | 0.03% | 357 |
|
|
2019
Q4 | $1.11M | Buy |
4,814
+1,149
| +31% | +$264K | 0.03% | 368 |
|
|
2019
Q3 | $811K | Sell |
3,665
-122
| -3% | -$27K | 0.03% | 341 |
|
|
2019
Q2 | $774K | Sell |
3,787
-1,079
| -22% | -$221K | 0.03% | 302 |
|
|
2019
Q1 | $959K | Buy |
4,866
+616
| +14% | +$121K | 0.06% | 262 |
|
|
2018
Q4 | $672K | Buy |
4,250
+1,388
| +48% | +$219K | 0.09% | 245 |
|
|
2018
Q3 | $416K | Buy |
+2,862
| New | +$416K | 0.02% | 301 |
|
|
2016
Q1 | – | Sell |
-10,190
| Closed | -$988K | – | 215 |
|
|
2015
Q4 | $988K | Buy |
+10,190
| New | +$988K | 0.12% | 252 |
|