Tilia Fiduciary Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-654
| Closed | -$127K | – | 113 |
|
|
2023
Q2 | $127K | Sell |
654
-141
| -18% | -$27.3K | 0.11% | 116 |
|
|
2023
Q1 | $162K | Sell |
795
-117
| -13% | -$23.9K | 0.15% | 102 |
|
|
2022
Q4 | $193K | Sell |
912
-34
| -4% | -$7.2K | 0.19% | 98 |
|
|
2022
Q3 | $179K | Sell |
946
-27
| -3% | -$5.11K | 0.18% | 96 |
|
|
2022
Q2 | $249K | Buy |
973
+18
| +2% | +$4.61K | 0.24% | 87 |
|
|
2022
Q1 | $240K | Sell |
955
-79
| -8% | -$19.9K | 0.2% | 94 |
|
|
2021
Q4 | $302K | Buy |
+1,034
| New | +$302K | 0.24% | 87 |
|