Security National Trust’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.84M | Hold |
6,796
| – | – | 0.43% | 70 |
|
2021
Q2 | $1.84M | Sell |
6,796
-154
| -2% | -$41.6K | 0.41% | 72 |
|
2021
Q1 | $1.66M | Sell |
6,950
-160
| -2% | -$38.2K | 0.39% | 73 |
|
2020
Q4 | $1.6M | Buy |
7,110
+375
| +6% | +$84.1K | 0.4% | 69 |
|
2020
Q3 | $1.63M | Buy |
6,735
+475
| +8% | +$115K | 0.46% | 68 |
|
2020
Q2 | $1.62M | Buy |
6,260
+290
| +5% | +$75K | 0.49% | 66 |
|
2020
Q1 | $1.3M | Buy |
5,970
+80
| +1% | +$17.4K | 0.47% | 65 |
|
2019
Q4 | $1.35M | Buy |
5,890
+140
| +2% | +$32.2K | 0.39% | 74 |
|
2019
Q3 | $1.27M | Buy |
5,750
+220
| +4% | +$48.7K | 0.4% | 72 |
|
2019
Q2 | $1.13M | Buy |
5,530
+135
| +3% | +$27.6K | 0.36% | 75 |
|
2019
Q1 | $1.06M | Buy |
5,395
+150
| +3% | +$29.6K | 0.34% | 76 |
|
2018
Q4 | $829K | Sell |
5,245
-360
| -6% | -$56.9K | 0.31% | 80 |
|
2018
Q3 | $814K | Buy |
5,605
+80
| +1% | +$11.6K | 0.26% | 90 |
|
2018
Q2 | $796K | Buy |
5,525
+135
| +3% | +$19.5K | 0.26% | 90 |
|
2018
Q1 | $783K | Buy |
5,390
+355
| +7% | +$51.6K | 0.26% | 91 |
|
2017
Q4 | $718K | Buy |
5,035
+360
| +8% | +$51.3K | 0.23% | 92 |
|
2017
Q3 | $639K | Buy |
4,675
+3,360
| +256% | +$459K | 0.21% | 98 |
|
2017
Q2 | $174K | Buy |
+1,315
| New | +$174K | 0.06% | 176 |
|
2016
Q4 | – | Sell |
-300
| Closed | -$34K | – | 424 |
|
2016
Q3 | $34K | Buy |
+300
| New | +$34K | 0.01% | 304 |
|