JWM
Jacobus Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $472K | Buy |
3,450
+115
| +3% | +$15.7K | 0.12% | 113 |
|
|
2017
Q2 | $441K | Hold |
3,335
| – | – | 0.12% | 115 |
|
|
2017
Q1 | $405K | Hold |
3,335
| – | – | 0.11% | 114 |
|
|
2016
Q4 | $352K | Buy |
3,335
+1,180
| +55% | +$125K | 0.1% | 124 |
|
|
2016
Q3 | $244K | Hold |
2,155
| – | – | 0.07% | 157 |
|
|
2016
Q2 | $245K | Sell |
2,155
-269
| -11% | -$30.6K | 0.07% | 153 |
|
|
2016
Q1 | $248K | Buy |
2,424
+534
| +28% | +$54.6K | 0.07% | 181 |
|
|
2015
Q4 | $183K | Sell |
1,890
-224
| -11% | -$21.7K | 0.05% | 210 |
|
|
2015
Q3 | $186K | Buy |
2,114
+106
| +5% | +$9.33K | 0.05% | 213 |
|
|
2015
Q2 | $187K | Buy |
2,008
+118
| +6% | +$11K | 0.05% | 223 |
|
|
2015
Q1 | $178K | Hold |
1,890
| – | – | 0.05% | 226 |
|
|
2014
Q4 | $187K | Hold |
1,890
| – | – | 0.05% | 215 |
|
|
2014
Q3 | $177K | Buy |
1,890
+290
| +18% | +$27.2K | 0.05% | 217 |
|
|
2014
Q2 | $144K | Buy |
1,600
+270
| +20% | +$24.3K | 0.04% | 259 |
|
|
2014
Q1 | $109K | Buy |
+1,330
| New | +$109K | 0.03% | 290 |
|
|
2013
Q3 | – | Sell |
-2,150
| Closed | -$157K | – | 250 |
|
|
2013
Q2 | $157K | Buy |
+2,150
| New | +$157K | 0.06% | 183 |
|