Archford Capital Strategies’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-838
| Closed | -$222K | – | 297 |
|
|
2021
Q3 | $222K | Hold |
838
| – | – | 0.05% | 289 |
|
|
2021
Q2 | $226K | Sell |
838
-2,099
| -71% | -$535K | 0.06% | 278 |
|
|
2021
Q1 | $726K | Sell |
2,937
-11
| -0.4% | -$2.45K | 0.19% | 135 |
|
|
2020
Q4 | $655K | Buy |
2,948
+191
| +7% | +$44.4K | 0.15% | 171 |
|
|
2020
Q3 | $666K | Buy |
2,757
+14
| +0.5% | +$3.55K | 0.18% | 147 |
|
|
2020
Q2 | $709K | Sell |
2,743
-17
| -0.6% | -$4.21K | 0.21% | 139 |
|
|
2020
Q1 | $601K | Sell |
2,760
-126
| -4% | -$29.3K | 0.23% | 128 |
|
|
2019
Q4 | $663K | Sell |
2,886
-72
| -2% | -$15.7K | 0.23% | 132 |
|
|
2019
Q3 | $654K | Buy |
2,958
+19
| +0.6% | +$4.15K | 0.24% | 128 |
|
|
2019
Q2 | $601K | Sell |
2,939
-2,330
| -44% | -$468K | 0.22% | 130 |
|
|
2019
Q1 | $1.04M | Sell |
5,269
-76
| -1% | -$13.3K | 0.38% | 78 |
|
|
2018
Q4 | $845K | Buy |
5,345
+109
| +2% | +$17K | 0.34% | 82 |
|
|
2018
Q3 | $761K | Sell |
5,236
-662
| -11% | -$97.1K | 0.28% | 104 |
|
|
2018
Q2 | $850K | Buy |
5,898
+5,831
| +8,703% | +$810K | 0.3% | 98 |
|
|
2018
Q1 | $10K | Sell |
67
-5,971
| -99% | -$841K | ﹤0.01% | 333 |
|
|
2017
Q4 | $861K | Sell |
6,038
-2,234
| -27% | -$319K | 0.32% | 103 |
|
|
2017
Q3 | $1.13M | Sell |
8,272
-886
| -10% | -$123K | 0.42% | 79 |
|
|
2017
Q2 | $1.21M | Sell |
9,158
-174
| -2% | -$22.3K | 0.48% | 69 |
|
|
2017
Q1 | $1.13M | Sell |
9,332
-549
| -6% | -$60.4K | 0.43% | 76 |
|
|
2016
Q4 | $1.04M | Sell |
9,881
-691
| -7% | -$75.1K | 0.44% | 81 |
|
|
2016
Q3 | $1.2M | Buy |
10,572
+1,582
| +18% | +$181K | 0.49% | 64 |
|
|
2016
Q2 | $1.02M | Buy |
8,990
+80
| +0.9% | +$8.51K | 0.54% | 57 |
|
|
2016
Q1 | $912K | Buy |
8,910
+457
| +5% | +$42.7K | 0.44% | 79 |
|
|
2015
Q4 | $821K | Buy |
8,453
+120
| +1% | +$11.7K | 0.37% | 93 |
|
|
2015
Q3 | $733K | Buy |
8,333
+38
| +0.5% | +$3.58K | 0.55% | 58 |
|
|
2015
Q2 | $774K | Buy |
8,295
+804
| +11% | +$76.1K | 0.55% | 60 |
|
|
2015
Q1 | $705K | Buy |
7,491
+681
| +10% | +$66.2K | 0.49% | 64 |
|
|
2014
Q4 | $674K | Buy |
6,810
+6,174
| +971% | +$606K | 0.5% | 67 |
|
|
2014
Q3 | $59K | Sell |
636
-77
| -11% | -$7.33K | 0.05% | 193 |
|
|
2014
Q2 | $64.2K | Hold |
713
| – | – | 0.05% | 193 |
|
|
2014
Q1 | $58.4K | Buy |
+713
| New | +$58.1K | 0.05% | 204 |
|
Other funds holding AMT
ACM
