Swaine & Leidel Wealth Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.95M | Buy |
16,539
+3,281
| +25% | +$784K | 2.55% | 16 |
|
|
2020
Q4 | $2.98M | Sell |
13,258
-512
| -4% | -$115K | 2.16% | 27 |
|
|
2020
Q3 | $3.33M | Sell |
13,770
-495
| -3% | -$120K | 3.25% | 9 |
|
|
2020
Q2 | $3.69M | Buy |
14,265
+126
| +0.9% | +$32.6K | 3.76% | 4 |
|
|
2020
Q1 | $3.08M | Buy |
14,139
+738
| +6% | +$161K | 3.19% | 3 |
|
|
2019
Q4 | $3.08M | Buy |
13,401
+1,437
| +12% | +$330K | 2.57% | 16 |
|
|
2019
Q3 | $2.65M | Buy |
11,964
+1,559
| +15% | +$345K | 2.39% | 15 |
|
|
2019
Q2 | $2.13M | Buy |
+10,405
| New | +$2.13M | 2.27% | 19 |
|