Vantage Financial Partners (Illinois)’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $627K | Hold |
3,225
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $637K | Sell |
3,225
-150
| -4% | -$29.6K | 0.17% | 65 |
|
|
2023
Q4 | $729K | Buy |
3,375
+925
| +38% | +$200K | 0.22% | 61 |
|
|
2023
Q3 | $403K | Sell |
2,450
-200
| -8% | -$32.9K | 0.23% | 67 |
|
|
2023
Q2 | $514K | Hold |
2,650
| – | – | 0.28% | 56 |
|
|
2023
Q1 | $542K | Sell |
2,650
-100
| -4% | -$20.4K | 0.32% | 53 |
|
|
2022
Q4 | $583K | Buy |
2,750
+200
| +8% | +$42.4K | 0.34% | 57 |
|
|
2022
Q3 | $547K | Buy |
2,550
+150
| +6% | +$32.2K | 0.35% | 50 |
|
|
2022
Q2 | $613K | Hold |
2,400
| – | – | 0.36% | 52 |
|
|
2022
Q1 | $603K | Hold |
2,400
| – | – | 0.31% | 51 |
|
|
2021
Q4 | $702K | Buy |
2,400
+50
| +2% | +$14.6K | 0.36% | 50 |
|
|
2021
Q3 | $624K | Sell |
2,350
-225
| -9% | -$59.7K | 0.33% | 51 |
|
|
2021
Q2 | $696K | Buy |
2,575
+75
| +3% | +$20.3K | 0.39% | 43 |
|
|
2021
Q1 | $598K | Buy |
2,500
+850
| +52% | +$203K | 0.34% | 46 |
|
|
2020
Q4 | $370K | Buy |
+1,650
| New | +$370K | 0.21% | 57 |
|
|
2017
Q2 | – | Sell |
-5,602
| Closed | -$584K | – | 64 |
|
|
2017
Q1 | $584K | Buy |
+5,602
| New | +$584K | 0.42% | 28 |
|