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 |
|