Financial Architects (New Jersey)’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $243K | Buy |
1,254
+2
| +0.2% | +$388 | 0.04% | 290 |
|
|
2023
Q1 | $256K | Buy |
1,252
+42
| +3% | +$8.58K | 0.04% | 279 |
|
|
2022
Q4 | $256K | Sell |
1,210
-47
| -4% | -$9.96K | 0.04% | 286 |
|
|
2022
Q3 | $270K | Sell |
1,257
-80
| -6% | -$17.2K | 0.05% | 261 |
|
|
2022
Q2 | $342K | Buy |
1,337
+207
| +18% | +$53K | 0.44% | 37 |
|
|
2022
Q1 | $284K | Sell |
1,130
-248
| -18% | -$62.3K | 0.04% | 274 |
|
|
2021
Q4 | $403K | Sell |
1,378
-1,282
| -48% | -$375K | 0.05% | 229 |
|
|
2021
Q3 | $706K | Buy |
2,660
+830
| +45% | +$220K | 0.1% | 162 |
|
|
2021
Q2 | $494K | Buy |
1,830
+635
| +53% | +$171K | 0.07% | 207 |
|
|
2021
Q1 | $286K | Sell |
1,195
-366
| -23% | -$87.6K | 0.04% | 260 |
|
|
2020
Q4 | $350K | Sell |
1,561
-1,338
| -46% | -$300K | 0.06% | 206 |
|
|
2020
Q3 | $701K | Buy |
2,899
+196
| +7% | +$47.4K | 0.15% | 125 |
|
|
2020
Q2 | $699K | Sell |
2,703
-800
| -23% | -$207K | 0.16% | 119 |
|
|
2020
Q1 | $763K | Sell |
3,503
-563
| -14% | -$123K | 0.21% | 93 |
|
|
2019
Q4 | $935K | Sell |
4,066
-106
| -3% | -$24.4K | 0.2% | 99 |
|
|
2019
Q3 | $923K | Buy |
4,172
+26
| +0.6% | +$5.75K | 0.22% | 94 |
|
|
2019
Q2 | $848K | Sell |
4,146
-75
| -2% | -$15.3K | 0.16% | 110 |
|
|
2019
Q1 | $832K | Sell |
4,221
-352
| -8% | -$69.4K | 0.14% | 118 |
|
|
2018
Q4 | $724K | Buy |
4,573
+574
| +14% | +$90.9K | 0.14% | 119 |
|
|
2018
Q3 | $581K | Buy |
3,999
+1,321
| +49% | +$192K | 0.09% | 152 |
|
|
2018
Q2 | $386K | Buy |
2,678
+466
| +21% | +$67.2K | 0.07% | 190 |
|
|
2018
Q1 | $322K | Buy |
2,212
+340
| +18% | +$49.5K | 0.06% | 198 |
|
|
2017
Q4 | $268K | Buy |
1,872
+697
| +59% | +$99.8K | 0.04% | 250 |
|
|
2017
Q3 | $161K | Buy |
1,175
+70
| +6% | +$9.59K | 0.03% | 354 |
|
|
2017
Q2 | $146K | Hold |
1,105
| – | – | 0.03% | 353 |
|
|
2017
Q1 | $134K | Sell |
1,105
-116
| -10% | -$14.1K | 0.02% | 366 |
|
|
2016
Q4 | $129K | Sell |
1,221
-81
| -6% | -$8.56K | 0.03% | 333 |
|
|
2016
Q3 | $148K | Buy |
1,302
+13
| +1% | +$1.48K | 0.04% | 309 |
|
|
2016
Q2 | $147K | Buy |
1,289
+173
| +16% | +$19.7K | 0.04% | 304 |
|
|
2016
Q1 | $114K | Buy |
+1,116
| New | +$114K | 0.04% | 251 |
|
|
2015
Q3 | – | Sell |
-1,109
| Closed | -$103K | – | 240 |
|
|
2015
Q2 | $103K | Sell |
1,109
-130
| -10% | -$12.1K | 0.04% | 293 |
|
|
2015
Q1 | $117K | Buy |
1,239
+30
| +2% | +$2.83K | 0.05% | 260 |
|
|
2014
Q4 | $120K | Buy |
+1,209
| New | +$120K | 0.05% | 227 |
|
|
2014
Q3 | – | Sell |
-1,101
| Closed | -$99K | – | 850 |
|
|
2014
Q2 | $99K | Buy |
+1,101
| New | +$99K | 0.05% | 227 |
|
|
2013
Q4 | – | Sell |
-1,484
| Closed | -$109K | – | 171 |
|
|
2013
Q3 | $109K | Buy |
1,484
+100
| +7% | +$7.35K | 0.07% | 173 |
|
|
2013
Q2 | $101K | Buy |
+1,384
| New | +$101K | 0.07% | 168 |
|