First Western Capital Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,314
| Closed | -$208K | – | 25 |
|
|
2018
Q4 | $208K | Sell |
1,314
-818
| -38% | -$129K | 1.89% | 30 |
|
|
2018
Q3 | $310K | Sell |
2,132
-179
| -8% | -$26K | 1.39% | 33 |
|
|
2018
Q2 | $333K | Buy |
2,311
+72
| +3% | +$10.4K | 1.51% | 33 |
|
|
2018
Q1 | $325K | Sell |
2,239
-32,070
| -93% | -$4.66M | 1.54% | 34 |
|
|
2017
Q4 | $4.89M | Buy |
34,309
+97
| +0.3% | +$13.8K | 2.78% | 12 |
|
|
2017
Q3 | $4.68M | Sell |
34,212
-1,376
| -4% | -$188K | 2.84% | 8 |
|
|
2017
Q2 | $4.71M | Sell |
35,588
-2,039
| -5% | -$270K | 2.84% | 6 |
|
|
2017
Q1 | $4.57M | Sell |
37,627
-5,184
| -12% | -$630K | 2.77% | 5 |
|
|
2016
Q4 | $4.52M | Sell |
42,811
-24,130
| -36% | -$2.55M | 2.46% | 7 |
|
|
2016
Q3 | $7.59M | Sell |
66,941
-9,004
| -12% | -$1.02M | 2.96% | 2 |
|
|
2016
Q2 | $8.63M | Sell |
75,945
-3,217
| -4% | -$365K | 3.15% | 2 |
|
|
2016
Q1 | $8.1M | Buy |
79,162
+2,445
| +3% | +$250K | 2.87% | 2 |
|
|
2015
Q4 | $7.44M | Sell |
76,717
-1,280
| -2% | -$124K | 2.32% | 5 |
|
|
2015
Q3 | $6.86M | Buy |
77,997
+4,227
| +6% | +$372K | 2.29% | 4 |
|
|
2015
Q2 | $6.88M | Sell |
73,770
-4,503
| -6% | -$420K | 2.21% | 6 |
|
|
2015
Q1 | $7.37M | Sell |
78,273
-8,535
| -10% | -$804K | 2.21% | 6 |
|
|
2014
Q4 | $8.58M | Buy |
86,808
+646
| +0.7% | +$63.9K | 2.53% | 2 |
|
|
2014
Q3 | $8.07M | Buy |
86,162
+2,137
| +3% | +$200K | 2.39% | 3 |
|
|
2014
Q2 | $7.56M | Buy |
84,025
+2,979
| +4% | +$268K | 2.49% | 2 |
|
|
2014
Q1 | $6.64M | Buy |
81,046
+6,446
| +9% | +$528K | 2.34% | 4 |
|
|
2013
Q4 | $5.95M | Buy |
+74,600
| New | +$5.95M | 2.06% | 5 |
|