Access Financial Services’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,965
Closed -$1.38M 97
2023
Q4
$1.38M Sell
11,965
-2,262
-16% -$261K 0.71% 45
2023
Q3
$1.31M Buy
14,227
+95
+0.7% +$8.74K 0.78% 43
2023
Q2
$1.61M Buy
14,132
+118
+0.8% +$13.4K 0.94% 25
2023
Q1
$1.88M Buy
14,014
+621
+5% +$83.1K 1.14% 15
2022
Q4
$1.82M Buy
13,393
+544
+4% +$73.8K 1.11% 12
2022
Q3
$1.86M Buy
12,849
+501
+4% +$72.4K 1.2% 13
2022
Q2
$2.08M Buy
12,348
+2,799
+29% +$471K 1.19% 13
2022
Q1
$1.76M Sell
9,549
-399
-4% -$73.7K 0.84% 27
2021
Q4
$2.08M Buy
9,948
+1,484
+18% +$310K 0.93% 19
2021
Q3
$1.47M Buy
8,464
+58
+0.7% +$10.1K 0.66% 50
2021
Q2
$1.64M Sell
8,406
-1,996
-19% -$389K 0.76% 45
2021
Q1
$1.79M Buy
10,402
+9
+0.1% +$1.55K 0.84% 40
2020
Q4
$1.65M Buy
10,393
+684
+7% +$109K 0.81% 39
2020
Q3
$1.62M Buy
9,709
+71
+0.7% +$11.8K 0.87% 33
2020
Q2
$1.61M Hold
9,638
1.06% 26
2020
Q1
$1.39M Buy
9,638
+3,193
+50% +$461K 1.11% 23
2019
Q4
$916K Buy
+6,445
New +$916K 0.53% 48