Allegheny Financial Group’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 |
-1,782
| Closed | -$211K | – | 234 |
|
|
2024
Q3 | $211K | Buy |
+1,782
| New | +$211K | 0.05% | 229 |
|
|
2024
Q1 | – | Sell |
-1,978
| Closed | -$228K | – | 208 |
|
|
2023
Q4 | $228K | Buy |
+1,978
| New | +$228K | 0.07% | 191 |
|
|
2023
Q2 | – | Sell |
-1,524
| Closed | -$204K | – | 153 |
|
|
2023
Q1 | $204K | Hold |
1,524
| – | – | 0.08% | 157 |
|
|
2022
Q4 | $207K | Hold |
1,524
| – | – | 0.09% | 158 |
|
|
2022
Q3 | $220K | Hold |
1,524
| – | – | 0.1% | 137 |
|
|
2022
Q2 | $257K | Sell |
1,524
-56
| -4% | -$9.44K | 0.12% | 125 |
|
|
2022
Q1 | $292K | Hold |
1,580
| – | – | 0.12% | 117 |
|
|
2021
Q4 | $330K | Buy |
1,580
+1
| +0.1% | +$209 | 0.13% | 111 |
|
|
2021
Q3 | $274K | Sell |
1,579
-77
| -5% | -$13.4K | 0.13% | 110 |
|
|
2021
Q2 | $323K | Hold |
1,656
| – | – | 0.15% | 103 |
|
|
2021
Q1 | $285K | Hold |
1,656
| – | – | 0.21% | 74 |
|
|
2020
Q4 | $264K | Buy |
+1,656
| New | +$264K | 0.14% | 108 |
|