Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $859K | Buy |
3,555
+195
| +6% | +$49.4K | 0.27% | 69 |
|
|
2020
Q2 | $869K | Buy |
3,360
+192
| +6% | +$47.5K | 0.33% | 64 |
|
|
2020
Q1 | $690K | Buy |
3,168
+1,157
| +58% | +$269K | 0.31% | 62 |
|
|
2019
Q4 | $462K | Sell |
2,011
-135
| -6% | -$29.4K | 0.17% | 96 |
|
|
2019
Q3 | $475K | Buy |
2,146
+34
| +2% | +$7.42K | 0.17% | 108 |
|
|
2019
Q2 | $432K | Sell |
2,112
-53
| -2% | -$10.7K | 0.17% | 105 |
|
|
2019
Q1 | $427K | Buy |
2,165
+2
| +0.1% | +$351 | 0.18% | 108 |
|
|
2018
Q4 | $342K | Buy |
2,163
+316
| +17% | +$49.4K | 0.17% | 126 |
|
|
2018
Q3 | $268K | Buy |
1,847
+110
| +6% | +$16.1K | 0.11% | 175 |
|
|
2018
Q2 | $250K | Hold |
1,737
| – | – | 0.12% | 164 |
|
|
2018
Q1 | $252K | Buy |
1,737
+49
| +3% | +$6.9K | 0.12% | 154 |
|
|
2017
Q4 | $241K | Sell |
1,688
-59
| -3% | -$8.42K | 0.12% | 158 |
|
|
2017
Q3 | $239K | Buy |
1,747
+59
| +3% | +$8.21K | 0.12% | 160 |
|
|
2017
Q2 | $223K | Sell |
1,688
-30
| -2% | -$3.84K | 0.1% | 177 |
|
|
2017
Q1 | $209K | Sell |
1,718
-256
| -13% | -$28.2K | 0.09% | 183 |
|
|
2016
Q4 | $209K | Sell |
1,974
-51
| -3% | -$5.54K | 0.1% | 188 |
|
|
2016
Q3 | $229K | Hold |
2,025
| – | – | 0.11% | 182 |
|
|
2016
Q2 | $230K | Sell |
2,025
-369
| -15% | -$39.3K | 0.11% | 176 |
|
|
2016
Q1 | $245K | Buy |
+2,394
| New | +$224K | 0.14% | 163 |
|
|
2014
Q3 | – | Sell |
-442
| Closed | -$40K | – | 179 |
|
|
2014
Q2 | $40K | Sell |
442
-211
| -32% | -$18.3K | 0.02% | 406 |
|
|
2014
Q1 | $53K | Buy |
653
+389
| +147% | +$31.7K | 0.02% | 319 |
|
|
2013
Q4 | $21K | Buy |
+264
| New | +$20.5K | 0.01% | 457 |
|
|
2013
Q3 | – | Sell |
-80
| Closed | -$6K | – | 1004 |
|
|
2013
Q2 | $6K | Buy |
+80
| New | +$6.37K | ﹤0.01% | 686 |
|
Other funds holding AMT
ACM