Summit Global Investments’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,541
| Closed | -$253K | – | 508 |
|
|
2023
Q3 | $253K | Buy |
1,541
+374
| +32% | +$61.4K | 0.02% | 454 |
|
|
2023
Q2 | $226K | Buy |
+1,167
| New | +$226K | 0.02% | 489 |
|
|
2022
Q2 | – | Sell |
-8,897
| Closed | -$2.24M | – | 457 |
|
|
2022
Q1 | $2.24M | Buy |
8,897
+8,162
| +1,110% | +$2.05M | 0.16% | 134 |
|
|
2021
Q4 | $215K | Buy |
+735
| New | +$215K | 0.01% | 496 |
|
|
2021
Q3 | – | Sell |
-4,661
| Closed | -$1.27M | – | 467 |
|
|
2021
Q2 | $1.27M | Sell |
4,661
-7,176
| -61% | -$1.96M | 0.08% | 194 |
|
|
2021
Q1 | $2.83M | Buy |
11,837
+566
| +5% | +$135K | 0.18% | 97 |
|
|
2020
Q4 | $2.53M | Buy |
11,271
+5,076
| +82% | +$1.14M | 0.25% | 83 |
|
|
2020
Q3 | $1.5M | Sell |
6,195
-54,139
| -90% | -$13.1M | 0.15% | 97 |
|
|
2020
Q2 | $15.6M | Buy |
60,334
+1,918
| +3% | +$496K | 1.8% | 20 |
|
|
2020
Q1 | $12.7M | Buy |
58,416
+32,145
| +122% | +$7M | 1.85% | 16 |
|
|
2019
Q4 | $6.04M | Buy |
26,271
+1,435
| +6% | +$330K | 0.65% | 53 |
|
|
2019
Q3 | $5.49M | Buy |
24,836
+551
| +2% | +$122K | 0.64% | 55 |
|
|
2019
Q2 | $4.97M | Buy |
24,285
+1,973
| +9% | +$403K | 0.62% | 58 |
|
|
2019
Q1 | $4.4M | Buy |
22,312
+5,555
| +33% | +$1.09M | 0.56% | 59 |
|
|
2018
Q4 | $2.65M | Sell |
16,757
-38,346
| -70% | -$6.07M | 0.41% | 73 |
|
|
2018
Q3 | $8.01M | Buy |
55,103
+2,528
| +5% | +$367K | 1.08% | 29 |
|
|
2018
Q2 | $7.58M | Buy |
52,575
+42,616
| +428% | +$6.14M | 1.14% | 26 |
|
|
2018
Q1 | $1.45M | Buy |
+9,959
| New | +$1.45M | 0.23% | 69 |
|