Valley National Advisers’s American Tower AMT Stock Holding History

Valley National Advisers’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18K	Buy	82 +4	+5%	+$878	﹤0.01%	487
2025 Q1	$16K	Buy	78 +2	+3%	+$410	﹤0.01%	506
2024 Q4	$13K	Hold	76	–	–	﹤0.01%	507
2024 Q3	$17K	Sell	76 -123	-62%	-$27.5K	﹤0.01%	462
2024 Q2	$38K	Buy	199 +15	+8%	+$2.86K	0.01%	433
2024 Q1	$36K	Buy	184 +7	+4%	+$1.37K	0.01%	447
2023 Q4	$38K	Buy	177 +118	+200%	+$25.3K	0.01%	441
2023 Q3	$10K	Buy	59 +16	+37%	+$2.71K	﹤0.01%	594
2023 Q2	$9K	Hold	43	–	–	﹤0.01%	609
2023 Q1	$9K	Hold	43	–	–	﹤0.01%	597
2022 Q4	$9K	Hold	43	–	–	﹤0.01%	576
2022 Q3	$8K	Hold	43	–	–	﹤0.01%	604
2022 Q2	$11K	Hold	43	–	–	﹤0.01%	553
2022 Q1	$11K	Hold	43	–	–	﹤0.01%	580
2021 Q4	$13K	Buy	43 +6	+16%	+$1.81K	﹤0.01%	560
2021 Q3	$10K	Hold	37	–	–	﹤0.01%	575
2021 Q2	$10K	Hold	37	–	–	﹤0.01%	575
2021 Q1	$9K	Sell	37 -53	-59%	-$12.9K	﹤0.01%	548
2020 Q4	$20K	Hold	90	–	–	﹤0.01%	427
2020 Q3	$22K	Hold	90	–	–	0.01%	389
2020 Q2	$23K	Buy	90 +29	+48%	+$7.41K	0.01%	378
2020 Q1	$13K	Hold	61	–	–	﹤0.01%	441
2019 Q4	$14K	Sell	61 -15	-20%	-$3.44K	﹤0.01%	478
2019 Q3	$17K	Buy	76 +15	+25%	+$3.36K	﹤0.01%	445
2019 Q2	$12K	Hold	61	–	–	﹤0.01%	458
2019 Q1	$12K	Sell	61 -28	-31%	-$5.51K	﹤0.01%	455
2018 Q4	$14K	Buy	89 +28	+46%	+$4.4K	﹤0.01%	407
2018 Q3	$9K	Hold	61	–	–	﹤0.01%	442
2018 Q2	$9K	Hold	61	–	–	﹤0.01%	422
2018 Q1	$9K	Hold	61	–	–	﹤0.01%	414
2017 Q4	$9K	Hold	61	–	–	﹤0.01%	416
2017 Q3	$8K	Hold	61	–	–	﹤0.01%	427
2017 Q2	$8K	Hold	61	–	–	﹤0.01%	425
2017 Q1	$7K	Hold	61	–	–	﹤0.01%	443
2016 Q4	$6K	Hold	61	–	–	﹤0.01%	460
2016 Q3	$7K	Hold	61	–	–	﹤0.01%	422
2016 Q2	$7K	Hold	61	–	–	﹤0.01%	418
2016 Q1	$6K	Hold	61	–	–	﹤0.01%	419
2015 Q4	$6K	Hold	61	–	–	﹤0.01%	423
2015 Q3	$5K	Sell	61 -136	-69%	-$11.1K	﹤0.01%	440
2015 Q2	$18K	Buy	197 +61	+45%	+$5.57K	0.01%	312
2015 Q1	$13K	Buy	136 +115	+548%	+$11K	0.01%	348
2014 Q4	$2K	Buy	+21	New	+$2K	﹤0.01%	379