Winthrop Advisory Group’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,053
Closed -$265K 124
2022
Q1
$265K Sell
1,053
-50
-5% -$12.6K 0.06% 108
2021
Q4
$324K Hold
1,103
0.07% 97
2021
Q3
$294K Hold
1,103
0.07% 100
2021
Q2
$298K Hold
1,103
0.07% 99
2021
Q1
$264K Sell
1,103
-25
-2% -$5.98K 0.07% 105
2020
Q4
$253K Sell
1,128
-69
-6% -$15.5K 0.07% 104
2020
Q3
$291K Sell
1,197
-60
-5% -$14.6K 0.09% 86
2020
Q2
$334K Buy
1,257
+165
+15% +$43.8K 0.12% 63
2020
Q1
$238K Buy
1,092
+2
+0.2% +$436 0.1% 74
2019
Q4
$250K Buy
1,090
+3
+0.3% +$688 0.09% 92
2019
Q3
$240K Sell
1,087
-95
-8% -$21K 0.1% 80
2019
Q2
$242K Buy
1,182
+103
+10% +$21.1K 0.1% 76
2019
Q1
$212K Buy
+1,079
New +$212K 0.09% 86