United Asset Strategies’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-38,815
| Closed | -$8.33M | – | 226 |
|
|
2022
Q3 | $8.33M | Sell |
38,815
-582
| -1% | -$125K | 1.28% | 26 |
|
|
2022
Q2 | $10.1M | Sell |
39,397
-643
| -2% | -$164K | 1.47% | 22 |
|
|
2022
Q1 | $10.1M | Sell |
40,040
-3,162
| -7% | -$794K | 1.28% | 28 |
|
|
2021
Q4 | $12.6M | Buy |
43,202
+278
| +0.6% | +$81.3K | 1.5% | 21 |
|
|
2021
Q3 | $11.4M | Buy |
42,924
+1,103
| +3% | +$293K | 1.47% | 23 |
|
|
2021
Q2 | $11.3M | Buy |
41,821
+3,844
| +10% | +$1.04M | 1.51% | 23 |
|
|
2021
Q1 | $9.08M | Buy |
+37,977
| New | +$9.08M | 1.32% | 30 |
|
|
2016
Q1 | – | Sell |
-33,532
| Closed | -$3.25M | – | 127 |
|
|
2015
Q4 | $3.25M | Buy |
33,532
+485
| +1% | +$47K | 1.41% | 24 |
|
|
2015
Q3 | $2.91M | Buy |
33,047
+5,940
| +22% | +$523K | 1.34% | 28 |
|
|
2015
Q2 | $2.53M | Buy |
27,107
+2,437
| +10% | +$227K | 1.13% | 32 |
|
|
2015
Q1 | $2.33M | Sell |
24,670
-5,824
| -19% | -$551K | 1.08% | 36 |
|
|
2014
Q4 | $3.01M | Buy |
30,494
+1,962
| +7% | +$194K | 1.29% | 29 |
|
|
2014
Q3 | $2.67M | Buy |
+28,532
| New | +$2.67M | 1.2% | 34 |
|
|
2014
Q1 | – | Sell |
-23,760
| Closed | -$1.9M | – | 103 |
|
|
2013
Q4 | $1.9M | Buy |
23,760
+5,662
| +31% | +$452K | 1.3% | 25 |
|
|
2013
Q3 | $1.34M | Buy |
18,098
+2,438
| +16% | +$181K | 0.85% | 42 |
|
|
2013
Q2 | $1.15M | Buy |
+15,660
| New | +$1.15M | 0.76% | 47 |
|