Strategic Capital Advisers’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3.12M	Buy	12,199 +688	+6%	+$173K	2.57%	12
2022 Q1	$2.89M	Sell	11,511 -531	-4%	-$130K	2.2%	20
2021 Q4	$3.52M	Buy	12,042 +180	+2%	+$49.2K	2.52%	18
2021 Q3	$3.15M	Buy	11,862 +1,099	+10%	+$313K	2.45%	18
2021 Q2	$2.91M	Buy	10,763 +50	+0.5%	+$12.7K	2.4%	20
2021 Q1	$2.56M	Sell	10,713 -918	-8%	-$204K	2.23%	20
2020 Q4	$2.61M	Buy	11,631 +72	+0.6%	+$16.7K	2.23%	21
2020 Q3	$2.79M	Sell	11,559 -708	-6%	-$180K	2.62%	13
2020 Q2	$3.17M	Sell	12,267 -877	-7%	-$217K	3.19%	9
2020 Q1	$2.86M	Sell	13,144 -24	-0.2%	-$5.58K	3.47%	6
2019 Q4	$3.03M	Buy	13,168 +8,018	+156%	+$1.75M	2.84%	7
2019 Q3	$1.14M	Hold	5,150	–	–	1.27%	34
2019 Q2	$1.05M	Hold	5,150	–	–	1.11%	36
2019 Q1	$1.01M	Sell	5,150 -8,356	-62%	-$1.47M	1.1%	36
2018 Q4	$2.14M	Sell	13,506 -4,858	-26%	-$759K	2.29%	17
2018 Q3	$2.67M	Buy	18,364 +39	+0.2%	+$5.72K	1.9%	26
2018 Q2	$2.73M	Buy	18,325 +7,673	+72%	+$1.07M	2%	26
2018 Q1	$1.52M	Hold	10,652	–	–	1.5%	31
2017 Q4	$1.52M	Buy	+10,652	New	+$1.52M	1.5%	31