Reilly Financial Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $344K | Buy |
1,177
+91
| +8% | +$26.6K | 0.03% | 170 |
|
|
2021
Q3 | $288K | Hold |
1,086
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $294K | Sell |
1,086
-18
| -2% | -$4.87K | 0.02% | 174 |
|
|
2021
Q1 | $264K | Sell |
1,104
-164
| -13% | -$39.2K | 0.02% | 168 |
|
|
2020
Q4 | $285K | Buy |
1,268
+50
| +4% | +$11.2K | 0.03% | 162 |
|
|
2020
Q3 | $294K | Sell |
1,218
-27
| -2% | -$6.52K | 0.03% | 152 |
|
|
2020
Q2 | $322K | Buy |
1,245
+27
| +2% | +$6.98K | 0.04% | 149 |
|
|
2020
Q1 | $265K | Buy |
1,218
+312
| +34% | +$67.9K | 0.04% | 150 |
|
|
2019
Q4 | $208K | Sell |
906
-250
| -22% | -$57.4K | 0.02% | 179 |
|
|
2019
Q3 | $256K | Buy |
1,156
+750
| +185% | +$166K | 0.03% | 172 |
|
|
2019
Q2 | $83K | Hold |
406
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $80K | Buy |
406
+54
| +15% | +$10.6K | 0.01% | 267 |
|
|
2018
Q4 | $56K | Hold |
352
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $51K | Hold |
352
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $51K | Hold |
352
| – | – | 0.01% | 309 |
|
|
2018
Q1 | $51K | Buy |
352
+332
| +1,660% | +$48.1K | 0.01% | 298 |
|
|
2017
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 834 |
|
|
2017
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 828 |
|
|
2017
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 829 |
|
|
2017
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 839 |
|
|
2016
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 759 |
|
|
2016
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 743 |
|
|
2016
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 707 |
|
|
2016
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 813 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$2K | – | 930 |
|
|
2015
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1126 |
|
|
2015
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1217 |
|
|
2015
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1161 |
|