1776 Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,723
| Closed | -$323K | – | 140 |
|
|
2024
Q3 | $323K | Hold |
2,723
| – | – | 0.14% | 110 |
|
|
2024
Q2 | $266K | Buy |
+2,723
| New | +$266K | 0.12% | 126 |
|
|
2023
Q1 | – | Sell |
-3,288
| Closed | -$446K | – | 124 |
|
|
2022
Q4 | $446K | Buy |
+3,288
| New | +$446K | 0.32% | 61 |
|
|
2022
Q3 | – | Sell |
-3,252
| Closed | -$548K | – | 108 |
|
|
2022
Q2 | $548K | Hold |
3,252
| – | – | 0.38% | 47 |
|
|
2022
Q1 | $600K | Buy |
3,252
+155
| +5% | +$28.6K | 0.35% | 53 |
|
|
2021
Q4 | $646K | Buy |
3,097
+17
| +0.6% | +$3.55K | 0.35% | 51 |
|
|
2021
Q3 | $534K | Sell |
3,080
-37
| -1% | -$6.42K | 0.3% | 55 |
|
|
2021
Q2 | $608K | Buy |
3,117
+31
| +1% | +$6.05K | 0.34% | 50 |
|
|
2021
Q1 | $531K | Buy |
3,086
+221
| +8% | +$38K | 0.33% | 53 |
|
|
2020
Q4 | $456K | Buy |
2,865
+200
| +8% | +$31.8K | 0.29% | 56 |
|
|
2020
Q3 | $443K | Buy |
2,665
+300
| +13% | +$49.9K | 0.32% | 49 |
|
|
2020
Q2 | $395K | Sell |
2,365
-1,781
| -43% | -$297K | 0.27% | 59 |
|
|
2020
Q1 | $593K | Buy |
4,146
+2,264
| +120% | +$324K | 0.25% | 69 |
|
|
2019
Q4 | $267K | Buy |
+1,882
| New | +$267K | 0.23% | 79 |
|