SBSB
Sullivan, Bruyette, Speros & Blaney’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.4M | Sell |
5,836
-15
| -0.3% | -$3.59K | 0.06% | 93 |
|
|
2020
Q4 | $1.31M | Buy |
5,851
+185
| +3% | +$41.5K | 0.06% | 92 |
|
|
2020
Q3 | $1.37M | Buy |
5,666
+26
| +0.5% | +$6.29K | 0.08% | 81 |
|
|
2020
Q2 | $1.46M | Sell |
5,640
-200
| -3% | -$51.7K | 0.09% | 70 |
|
|
2020
Q1 | $1.27M | Buy |
5,840
+366
| +7% | +$79.7K | 0.09% | 68 |
|
|
2019
Q4 | $1.26M | Buy |
5,474
+234
| +4% | +$53.8K | 0.07% | 80 |
|
|
2019
Q3 | $1.16M | Buy |
5,240
+57
| +1% | +$12.6K | 0.07% | 76 |
|
|
2019
Q2 | $1.06M | Buy |
5,183
+203
| +4% | +$41.5K | 0.06% | 76 |
|
|
2019
Q1 | $981K | Hold |
4,980
| – | – | 0.06% | 80 |
|
|
2018
Q4 | $788K | Buy |
+4,980
| New | +$788K | 0.05% | 81 |
|
|
2017
Q2 | – | Sell |
-4,909
| Closed | -$597K | – | 148 |
|
|
2017
Q1 | $597K | Sell |
4,909
-1,000
| -17% | -$122K | 0.06% | 74 |
|
|
2016
Q4 | $624K | Sell |
5,909
-200
| -3% | -$21.1K | 0.06% | 67 |
|
|
2016
Q3 | $692K | Sell |
6,109
-47
| -0.8% | -$5.32K | 0.07% | 61 |
|
|
2016
Q2 | $699K | Buy |
+6,156
| New | +$699K | 0.07% | 57 |
|