Alera Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,297
| Closed | -$218K | – | 174 |
|
|
2022
Q2 | $218K | Buy |
1,297
+30
| +2% | +$5.04K | 0.06% | 168 |
|
|
2022
Q1 | $234K | Buy |
+1,267
| New | +$234K | 0.05% | 168 |
|
|
2019
Q2 | – | Sell |
-216
| Closed | -$28K | – | 231 |
|
|
2019
Q1 | $28K | Buy |
216
+60
| +38% | +$7.78K | 0.01% | 230 |
|
|
2018
Q4 | $17K | Buy |
+156
| New | +$17K | 0.01% | 317 |
|