ThornTree Capital Partners’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-119,748
Closed -$19.2M 20
2018
Q3
$19.2M Buy
119,748
+18,600
+18% +$2.99M 5.57% 9
2018
Q2
$16.7M Buy
101,148
+4,100
+4% +$677K 6.17% 8
2018
Q1
$16.6M Sell
97,048
-100
-0.1% -$17.1K 5.82% 9
2017
Q4
$15.9M Buy
97,148
+11,600
+14% +$1.89M 7.14% 6
2017
Q3
$12.3M Buy
85,548
+11,600
+16% +$1.67M 5.36% 11
2017
Q2
$9.98M Buy
+73,948
New +$9.98M 4.69% 13