SAM
Synergy Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,824
| Closed | -$1.13M | – | 130 |
|
|
2023
Q2 | $1.13M | Buy |
+5,824
| New | +$1.13M | 0.28% | 55 |
|
|
2022
Q1 | – | Sell |
-891
| Closed | -$260K | – | 96 |
|
|
2021
Q4 | $260K | Sell |
891
-21,398
| -96% | -$6.24M | 0.06% | 83 |
|
|
2021
Q3 | $5.92M | Sell |
22,289
-7,156
| -24% | -$1.9M | 1.37% | 27 |
|
|
2021
Q2 | $7.96M | Buy |
29,445
+2,085
| +8% | +$563K | 2.11% | 17 |
|
|
2021
Q1 | $6.54M | Buy |
+27,360
| New | +$6.54M | 1.96% | 13 |
|