Accretive Wealth Partners’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 |
-8,983
| Closed | -$1.07M | – | 125 |
|
|
2024
Q3 | $1.07M | Sell |
8,983
-16
| -0.2% | -$1.9K | 0.45% | 78 |
|
|
2024
Q2 | $879K | Buy |
8,999
+372
| +4% | +$36.3K | 0.37% | 85 |
|
|
2024
Q1 | $840K | Buy |
8,627
+287
| +3% | +$28K | 0.37% | 87 |
|
|
2023
Q4 | $961K | Sell |
8,340
-396
| -5% | -$45.6K | 0.46% | 77 |
|
|
2023
Q3 | $804K | Buy |
8,736
+436
| +5% | +$40.1K | 0.48% | 68 |
|
|
2023
Q2 | $946K | Buy |
8,300
+285
| +4% | +$32.5K | 0.56% | 59 |
|
|
2023
Q1 | $1.07M | Buy |
8,015
+272
| +4% | +$36.4K | 0.69% | 48 |
|
|
2022
Q4 | $1.05M | Buy |
7,743
+436
| +6% | +$59.1K | 0.72% | 46 |
|
|
2022
Q3 | $1.06M | Buy |
7,307
+32
| +0.4% | +$4.63K | 0.8% | 40 |
|
|
2022
Q2 | $1.23M | Buy |
7,275
+168
| +2% | +$28.3K | 0.89% | 36 |
|
|
2022
Q1 | $1.31M | Buy |
7,107
+182
| +3% | +$33.6K | 0.82% | 41 |
|
|
2021
Q4 | $1.45M | Buy |
6,925
+293
| +4% | +$61.2K | 0.92% | 35 |
|
|
2021
Q3 | $1.15M | Buy |
6,632
+252
| +4% | +$43.7K | 0.81% | 46 |
|
|
2021
Q2 | $1.25M | Buy |
6,380
+643
| +11% | +$125K | 0.9% | 32 |
|
|
2021
Q1 | $988K | Buy |
5,737
+446
| +8% | +$76.8K | 0.89% | 40 |
|
|
2020
Q4 | $842K | Buy |
+5,291
| New | +$842K | 0.83% | 45 |
|