First Personal Financial Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17K | Buy |
73
+1
| +1% | +$222 | ﹤0.01% | 272 |
|
|
2024
Q2 | $14K | Hold |
72
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $14.2K | Sell |
72
-242
| -77% | -$48.2K | ﹤0.01% | 260 |
|
|
2023
Q4 | $67.8K | Hold |
314
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $51.6K | Sell |
314
-96
| -23% | -$17.5K | 0.01% | 194 |
|
|
2023
Q2 | $79.5K | Hold |
410
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $83.8K | Sell |
410
-39
| -9% | -$8.18K | 0.02% | 165 |
|
|
2022
Q4 | $95.1K | Sell |
449
-35
| -7% | -$7.29K | 0.03% | 159 |
|
|
2022
Q3 | $104K | Buy |
484
+383
| +379% | +$98.4K | 0.03% | 150 |
|
|
2022
Q2 | $26K | Hold |
101
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $25K | Hold |
101
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $30K | Buy |
+101
| New | +$27.6K | 0.01% | 222 |
|
|
2021
Q3 | – | Sell |
-52
| Closed | -$14K | – | 313 |
|
|
2021
Q2 | $14K | Hold |
52
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $12K | Hold |
52
| – | – | ﹤0.01% | 271 |
|
|
2020
Q4 | $12K | Buy |
+52
| New | +$12.1K | ﹤0.01% | 270 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$5K | – | 308 |
|
|
2019
Q4 | $5K | Sell |
23
-454
| -95% | -$98.9K | ﹤0.01% | 306 |
|
|
2019
Q3 | $105K | Buy |
477
+34
| +8% | +$7.42K | 0.03% | 175 |
|
|
2019
Q2 | $91K | Sell |
443
-53
| -11% | -$10.7K | 0.03% | 219 |
|
|
2019
Q1 | $98K | Hold |
496
| – | – | 0.03% | 203 |
|
|
2018
Q4 | $78K | Buy |
496
+79
| +19% | +$12.3K | 0.03% | 216 |
|
|
2018
Q3 | $61K | Buy |
417
+46
| +12% | +$6.75K | 0.02% | 252 |
|
|
2018
Q2 | $53K | Sell |
371
-1,482
| -80% | -$206K | 0.02% | 268 |
|
|
2018
Q1 | $269K | Sell |
1,853
-960
| -34% | -$135K | 0.06% | 186 |
|
|
2017
Q4 | $401K | Buy |
2,813
+481
| +21% | +$68.7K | 0.08% | 171 |
|
|
2017
Q3 | $319K | Sell |
2,332
-263
| -10% | -$36.6K | 0.07% | 175 |
|
|
2017
Q2 | $343K | Sell |
2,595
-85
| -3% | -$10.9K | 0.08% | 165 |
|
|
2017
Q1 | $326K | Buy |
2,680
+200
| +8% | +$22K | 0.08% | 154 |
|
|
2016
Q4 | $262K | Buy |
2,480
+2,397
| +2,888% | +$260K | 0.07% | 166 |
|
|
2016
Q3 | $9K | Buy |
83
+56
| +207% | +$6.4K | ﹤0.01% | 601 |
|
|
2016
Q2 | $3K | Buy |
+27
| New | +$2.87K | ﹤0.01% | 723 |
|
Other funds holding AMT
