TCV Trust & Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,295
| Closed | -$301K | – | 198 |
|
|
2024
Q3 | $301K | Hold |
1,295
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $252K | Hold |
1,295
| – | – | 0.02% | 176 |
|
|
2024
Q1 | $256K | Buy |
1,295
+25
| +2% | +$4.94K | 0.02% | 174 |
|
|
2023
Q4 | $274K | Sell |
1,270
-255
| -17% | -$55K | 0.03% | 167 |
|
|
2023
Q3 | $251K | Buy |
+1,525
| New | +$251K | 0.03% | 173 |
|
|
2022
Q1 | – | Sell |
-758
| Closed | -$222K | – | 205 |
|
|
2021
Q4 | $222K | Buy |
+758
| New | +$222K | 0.02% | 193 |
|