FFSOTS
Fiduciary Financial Services of The Southwest’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13.3M | Sell |
57,711
-2,028
| -3% | -$466K | 3.47% | 2 |
|
|
2019
Q3 | $13.2M | Sell |
59,739
-669
| -1% | -$148K | 3.53% | 3 |
|
|
2019
Q2 | $12.4M | Sell |
60,408
-434
| -0.7% | -$88.7K | 3.5% | 2 |
|
|
2019
Q1 | $12M | Sell |
60,842
-542
| -0.9% | -$107K | 3.49% | 2 |
|
|
2018
Q4 | $9.71M | Sell |
61,384
-61
| -0.1% | -$9.65K | 3.06% | 3 |
|
|
2018
Q3 | $8.93M | Sell |
61,445
-282
| -0.5% | -$41K | 2.48% | 6 |
|
|
2018
Q2 | $8.9M | Sell |
61,727
-1,943
| -3% | -$280K | 2.7% | 5 |
|
|
2018
Q1 | $9.25M | Sell |
63,670
-250
| -0.4% | -$36.3K | 2.83% | 2 |
|
|
2017
Q4 | $9.12M | Sell |
63,920
-735
| -1% | -$105K | 2.67% | 4 |
|
|
2017
Q3 | $8.84M | Sell |
64,655
-169
| -0.3% | -$23.1K | 2.64% | 6 |
|
|
2017
Q2 | $8.58M | Buy |
64,824
+993
| +2% | +$131K | 2.64% | 6 |
|
|
2017
Q1 | $7.76M | Sell |
63,831
-834
| -1% | -$101K | 2.47% | 6 |
|
|
2016
Q4 | $6.83M | Buy |
64,665
+164
| +0.3% | +$17.3K | 2.25% | 7 |
|
|
2016
Q3 | $7.31M | Buy |
64,501
+601
| +0.9% | +$68.1K | 2.35% | 6 |
|
|
2016
Q2 | $7.26M | Buy |
63,900
+1,197
| +2% | +$136K | 2.34% | 7 |
|
|
2016
Q1 | $6.42M | Buy |
62,703
+286
| +0.5% | +$29.3K | 2.28% | 9 |
|
|
2015
Q4 | $6.05M | Sell |
62,417
-249
| -0.4% | -$24.1K | 2.15% | 10 |
|
|
2015
Q3 | $5.51M | Buy |
62,666
+45
| +0.1% | +$3.96K | 1.93% | 13 |
|
|
2015
Q2 | $5.84M | Sell |
62,621
-1,402
| -2% | -$131K | 1.8% | 10 |
|
|
2015
Q1 | $6.03M | Buy |
64,023
+775
| +1% | +$73K | 1.77% | 11 |
|
|
2014
Q4 | $6.25M | Buy |
63,248
+814
| +1% | +$80.5K | 1.79% | 12 |
|
|
2014
Q3 | $5.85M | Buy |
62,434
+667
| +1% | +$62.5K | 1.65% | 14 |
|
|
2014
Q2 | $5.56M | Sell |
61,767
-425
| -0.7% | -$38.2K | 1.56% | 17 |
|
|
2014
Q1 | $5.09M | Sell |
62,192
-165
| -0.3% | -$13.5K | 1.54% | 17 |
|
|
2013
Q4 | $4.98M | Sell |
62,357
-445
| -0.7% | -$35.5K | 1.56% | 17 |
|
|
2013
Q3 | $4.66M | Sell |
62,802
-3,335
| -5% | -$247K | 1.54% | 19 |
|
|
2013
Q2 | $4.84M | Buy |
+66,137
| New | +$4.84M | 1.61% | 18 |
|