Thomas J. Herzfeld Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12
| Closed | -$2.33K | – | 164 |
|
|
2024
Q2 | $2.33K | Buy |
+12
| New | +$2.33K | ﹤0.01% | 198 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$2.3K | – | 166 |
|
|
2023
Q3 | $2.3K | Hold |
14
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $2.72K | Hold |
14
| – | – | ﹤0.01% | 307 |
|
|
2023
Q1 | $2.86K | Sell |
14
-14
| -50% | -$2.86K | ﹤0.01% | 281 |
|
|
2022
Q4 | $5.93K | Sell |
28
-15
| -35% | -$3.18K | ﹤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% | +$2.51K | 0.01% | 191 |
|
|
2021
Q1 | $8K | Buy |
34
+14
| +70% | +$3.29K | ﹤0.01% | 211 |
|
|
2020
Q4 | $4K | Buy |
20
+14
| +233% | +$2.8K | ﹤0.01% | 243 |
|
|
2020
Q3 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 249 |
|
|
2020
Q2 | $1K | Sell |
4
-26
| -87% | -$6.5K | ﹤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 | +$6K | ﹤0.01% | 246 |
|