SteelBridge Private Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $228K | Hold |
1,568
| – | – | 1.97% | 27 |
|
2017
Q4 | $225K | Sell |
1,568
-43
| -3% | -$6.17K | 1.9% | 26 |
|
2017
Q3 | $221K | Sell |
1,611
-181
| -10% | -$24.8K | 2.12% | 24 |
|
2017
Q2 | $238K | Hold |
1,792
| – | – | 0.33% | 64 |
|
2017
Q1 | $218K | Buy |
+1,792
| New | +$218K | 0.33% | 58 |
|
2016
Q4 | – | Sell |
-1,933
| Closed | -$220K | – | 61 |
|
2016
Q3 | $220K | Hold |
1,933
| – | – | 0.64% | 39 |
|
2016
Q2 | $225K | Buy |
+1,933
| New | +$225K | 0.68% | 38 |
|