TrinityPoint Wealth’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
Q1 | – | Sell |
-2,577
| Closed | -$556K | – | 310 |
|
|
2023
Q4 | $556K | Sell |
2,577
-132
| -5% | -$24.9K | 0.1% | 182 |
|
|
2023
Q3 | $445K | Sell |
2,709
-563
| -17% | -$103K | 0.09% | 187 |
|
|
2023
Q2 | $635K | Buy |
3,272
+27
| +0.8% | +$5.28K | 0.12% | 154 |
|
|
2023
Q1 | $663K | Buy |
3,245
+26
| +0.8% | +$5.46K | 0.14% | 148 |
|
|
2022
Q4 | $682K | Sell |
3,219
-373
| -10% | -$77.6K | 0.16% | 140 |
|
|
2022
Q3 | $771K | Buy |
3,592
+77
| +2% | +$19.8K | 0.18% | 128 |
|
|
2022
Q2 | $898K | Sell |
3,515
-28
| -0.8% | -$7.03K | 0.2% | 112 |
|
|
2022
Q1 | $890K | Buy |
3,543
+32
| +0.9% | +$7.81K | 0.16% | 122 |
|
|
2021
Q4 | $1.03M | Sell |
3,511
-15
| -0.4% | -$4.1K | 0.18% | 115 |
|
|
2021
Q3 | $936K | Buy |
3,526
+57
| +2% | +$16.2K | 0.18% | 115 |
|
|
2021
Q2 | $937K | Buy |
3,469
+29
| +0.8% | +$7.39K | 0.19% | 115 |
|
|
2021
Q1 | $822K | Sell |
3,440
-606
| -15% | -$135K | 0.19% | 114 |
|
|
2020
Q4 | $940K | Buy |
4,046
+19
| +0.5% | +$4.42K | 0.23% | 100 |
|
|
2020
Q3 | $973K | Buy |
4,027
+55
| +1% | +$13.9K | 0.27% | 92 |
|
|
2020
Q2 | $1.03M | Buy |
3,972
+12
| +0.3% | +$2.97K | 0.33% | 84 |
|
|
2020
Q1 | $862K | Buy |
3,960
+258
| +7% | +$60K | 0.34% | 81 |
|
|
2019
Q4 | $851K | Buy |
3,702
+32
| +0.9% | +$6.97K | 0.29% | 91 |
|
|
2019
Q3 | $775K | Buy |
3,670
+191
| +5% | +$41.7K | 0.27% | 101 |
|
|
2019
Q2 | $712K | Buy |
3,479
+49
| +1% | +$9.85K | 0.34% | 75 |
|
|
2019
Q1 | $676K | Buy |
3,430
+166
| +5% | +$29.1K | 0.33% | 84 |
|
|
2018
Q4 | $516K | Buy |
+3,264
| New | +$510K | 0.32% | 87 |
|
Other funds holding AMT
