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