PFA
Paradigm Financial Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.18M | Hold |
4,042
| – | – | 0.26% | 70 |
|
|
2021
Q3 | $1.07M | Hold |
4,042
| – | – | 0.25% | 79 |
|
|
2021
Q2 | $1.09M | Buy |
4,042
+118
| +3% | +$31.9K | 0.24% | 81 |
|
|
2021
Q1 | $938K | Buy |
3,924
+116
| +3% | +$27.7K | 0.23% | 85 |
|
|
2020
Q4 | $855K | Sell |
3,808
-822
| -18% | -$185K | 0.23% | 78 |
|
|
2020
Q3 | $1.12M | Sell |
4,630
-2,641
| -36% | -$638K | 0.32% | 52 |
|
|
2020
Q2 | $1.88M | Buy |
7,271
+3,686
| +103% | +$953K | 0.6% | 46 |
|
|
2020
Q1 | $781K | Sell |
3,585
-227
| -6% | -$49.5K | 0.29% | 59 |
|
|
2019
Q4 | $876K | Buy |
3,812
+25
| +0.7% | +$5.75K | 0.3% | 62 |
|
|
2019
Q3 | $837K | Sell |
3,787
-730
| -16% | -$161K | 0.33% | 56 |
|
|
2019
Q2 | $924K | Hold |
4,517
| – | – | 0.34% | 54 |
|
|
2019
Q1 | $890K | Hold |
4,517
| – | – | 0.34% | 52 |
|
|
2018
Q4 | $715K | Sell |
4,517
-400
| -8% | -$63.3K | 0.32% | 55 |
|
|
2018
Q3 | $714K | Hold |
4,917
| – | – | 0.28% | 56 |
|
|
2018
Q2 | $708K | Sell |
4,917
-50
| -1% | -$7.2K | 0.3% | 53 |
|
|
2018
Q1 | $721K | Sell |
4,967
-249
| -5% | -$36.1K | 0.31% | 52 |
|
|
2017
Q4 | $744K | Sell |
5,216
-715
| -12% | -$102K | 0.34% | 52 |
|
|
2017
Q3 | $810K | Sell |
5,931
-39,740
| -87% | -$5.43M | 0.39% | 49 |
|
|
2017
Q2 | $6.04M | Sell |
45,671
-653
| -1% | -$86.4K | 3.06% | 8 |
|
|
2017
Q1 | $5.63M | Sell |
46,324
-1,474
| -3% | -$179K | 2.89% | 11 |
|
|
2016
Q4 | $5.05M | Sell |
47,798
-3,760
| -7% | -$397K | 2.76% | 13 |
|
|
2016
Q3 | $5.84M | Sell |
51,558
-1,749
| -3% | -$198K | 3.5% | 6 |
|
|
2016
Q2 | $6.06M | Sell |
53,307
-1,340
| -2% | -$152K | 3.67% | 6 |
|
|
2016
Q1 | $5.59M | Sell |
54,647
-338
| -0.6% | -$34.6K | 2.17% | 6 |
|
|
2015
Q4 | $5.33M | Buy |
54,985
+735
| +1% | +$71.2K | 3.35% | 6 |
|
|
2015
Q3 | $4.77M | Buy |
54,250
+19,802
| +57% | +$1.74M | 3.14% | 9 |
|
|
2015
Q2 | $3.21M | Buy |
34,448
+2,991
| +10% | +$279K | 2.42% | 18 |
|
|
2015
Q1 | $2.96M | Buy |
31,457
+1,783
| +6% | +$168K | 2.29% | 19 |
|
|
2014
Q4 | $2.93M | Buy |
29,674
+2,946
| +11% | +$291K | 2.38% | 19 |
|
|
2014
Q3 | $2.5M | Buy |
26,728
+4,111
| +18% | +$385K | 2.14% | 21 |
|
|
2014
Q2 | $2.04M | Buy |
22,617
+4,668
| +26% | +$420K | 1.74% | 23 |
|
|
2014
Q1 | $1.47M | Buy |
17,949
+1,408
| +9% | +$115K | 1.35% | 26 |
|
|
2013
Q4 | $1.32M | Buy |
+16,541
| New | +$1.32M | 1.29% | 23 |
|