Thomas J. Herzfeld Advisors’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12	Closed	-$2.33K	–	164
2024 Q2	$2.33K	Buy	+12	New	+$2.24K	﹤0.01%	198
2023 Q4	–	Sell	-14	Closed	-$2.3K	–	166
2023 Q3	$2.3K	Hold	14	–	–	﹤0.01%	312
2023 Q2	$2.71K	Hold	14	–	–	﹤0.01%	307
2023 Q1	$2.86K	Sell	14 -14	-50%	-$2.94K	﹤0.01%	281
2022 Q4	$5.93K	Sell	28 -15	-35%	-$3.12K	﹤0.01%	208
2022 Q3	$9K	Hold	43	–	–	﹤0.01%	155
2022 Q2	$11K	Hold	43	–	–	﹤0.01%	154
2022 Q1	$11K	Hold	43	–	–	﹤0.01%	168
2021 Q4	$13K	Hold	43	–	–	﹤0.01%	186
2021 Q3	$11K	Hold	43	–	–	﹤0.01%	183
2021 Q2	$12K	Buy	43 +9	+26%	+$2.29K	0.01%	191
2021 Q1	$8K	Buy	34 +14	+70%	+$3.12K	﹤0.01%	211
2020 Q4	$4K	Buy	20 +14	+233%	+$3.25K	﹤0.01%	243
2020 Q3	$1K	Buy	6 +2	+50%	+$507	﹤0.01%	250
2020 Q2	$1K	Sell	4 -26	-87%	-$6.43K	﹤0.01%	284
2020 Q1	$7K	Hold	30	–	–	﹤0.01%	186
2019 Q4	$7K	Hold	30	–	–	﹤0.01%	215
2019 Q3	$7K	Hold	30	–	–	﹤0.01%	228
2019 Q2	$6K	Buy	+30	New	+$6.03K	﹤0.01%	246