Tarbox Family Office’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-210	Closed	-$53K	–	163
2022 Q1	$53K	Sell	210 -114	-35%	-$28.8K	0.01%	164
2021 Q4	$95K	Hold	324	–	–	0.02%	166
2021 Q3	$86K	Hold	324	–	–	0.02%	193
2021 Q2	$88K	Hold	324	–	–	0.02%	194
2021 Q1	$77K	Hold	324	–	–	0.02%	167
2020 Q4	$73K	Hold	324	–	–	0.02%	171
2020 Q3	$78K	Hold	324	–	–	0.02%	161
2020 Q2	$84K	Hold	324	–	–	0.02%	150
2020 Q1	$71K	Buy	324 +3	+0.9%	+$657	0.02%	145
2019 Q4	$74K	Buy	321 +98	+44%	+$22.6K	0.02%	157
2019 Q3	$49K	Hold	223	–	–	0.01%	163
2019 Q2	$46K	Hold	223	–	–	0.01%	166
2019 Q1	$44K	Hold	223	–	–	0.02%	156
2018 Q4	$35K	Hold	223	–	–	0.01%	167
2018 Q3	$32K	Hold	223	–	–	0.01%	191
2018 Q2	$32K	Hold	223	–	–	0.01%	181
2018 Q1	$32K	Buy	223 +8	+4%	+$1.15K	0.01%	188
2017 Q4	$31K	Hold	215	–	–	0.01%	195
2017 Q3	$29K	Buy	215 +31	+17%	+$4.18K	0.01%	193
2017 Q2	$24K	Hold	184	–	–	0.01%	193
2017 Q1	$22K	Hold	184	–	–	0.01%	199
2016 Q4	$19K	Hold	184	–	–	0.01%	186
2016 Q3	$21K	Hold	184	–	–	0.01%	160
2016 Q2	$21K	Hold	184	–	–	0.02%	160
2016 Q1	$19K	Hold	184	–	–	0.01%	170
2015 Q4	$18K	Hold	184	–	–	0.01%	164
2015 Q3	$16K	Hold	184	–	–	0.01%	176
2015 Q2	$17K	Hold	184	–	–	0.01%	169
2015 Q1	$17K	Hold	184	–	–	0.01%	171
2014 Q4	$18K	Hold	184	–	–	0.02%	169
2014 Q3	$17K	Buy	184 +16	+10%	+$1.48K	0.02%	177
2014 Q2	$15K	Hold	168	–	–	0.01%	179
2014 Q1	$13K	Hold	168	–	–	0.01%	211
2013 Q4	$13K	Buy	+168	New	+$13K	0.01%	244