Avantax Planning Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,944
| Closed | -$221K | – | 367 |
|
|
2023
Q2 | $221K | Buy |
1,944
+320
| +20% | +$38.1K | 0.01% | 339 |
|
|
2023
Q1 | $217K | Sell |
1,624
-43
| -3% | -$5.94K | 0.01% | 344 |
|
|
2022
Q4 | $226K | Buy |
1,667
+127
| +8% | +$17.2K | 0.01% | 336 |
|
|
2022
Q3 | $223K | Sell |
1,540
-593
| -28% | -$101K | 0.01% | 312 |
|
|
2022
Q2 | $359K | Sell |
2,133
-229
| -10% | -$41.7K | 0.02% | 249 |
|
|
2022
Q1 | $436K | Buy |
2,362
+61
| +3% | +$10.9K | 0.02% | 234 |
|
|
2021
Q4 | $480K | Sell |
2,301
-125
| -5% | -$23.1K | 0.02% | 221 |
|
|
2021
Q3 | $420K | Sell |
2,426
-13
| -0.5% | -$2.51K | 0.02% | 219 |
|
|
2021
Q2 | $476K | Buy |
2,439
+420
| +21% | +$78.6K | 0.02% | 202 |
|
|
2021
Q1 | $348K | Buy |
2,019
+297
| +17% | +$47.6K | 0.02% | 223 |
|
|
2020
Q4 | $274K | Sell |
1,722
-418
| -20% | -$67.8K | 0.01% | 239 |
|
|
2020
Q3 | $356K | Buy |
2,140
+674
| +46% | +$111K | 0.02% | 211 |
|
|
2020
Q2 | $245K | Sell |
1,466
-19
| -1% | -$3.06K | 0.01% | 239 |
|
|
2020
Q1 | $214K | Sell |
1,485
-528
| -26% | -$78.7K | 0.01% | 247 |
|
|
2019
Q4 | $286K | Sell |
2,013
-40
| -2% | -$5.46K | 0.02% | 240 |
|
|
2019
Q3 | $285K | Sell |
2,053
-110
| -5% | -$15.2K | 0.02% | 243 |
|
|
2019
Q2 | $292K | Buy |
2,163
+221
| +11% | +$28.4K | 0.02% | 234 |
|
|
2019
Q1 | $249K | Buy |
+1,942
| New | +$228K | 0.02% | 256 |
|
|
2018
Q4 | – | Sell |
-240
| Closed | -$27K | – | 424 |
|
|
2018
Q3 | $27K | Buy |
+240
| New | +$26.7K | ﹤0.01% | 627 |
|
|
2018
Q2 | – | Sell |
-2,108
| Closed | -$231K | – | 431 |
|
|
2018
Q1 | $231K | Sell |
2,108
-149
| -7% | -$16.2K | 0.02% | 274 |
|
|
2017
Q4 | $251K | Sell |
2,257
-372
| -14% | -$40.1K | 0.02% | 256 |
|
|
2017
Q3 | $263K | Buy |
2,629
+201
| +8% | +$20.6K | 0.02% | 304 |
|
|
2017
Q2 | $243K | Buy |
+2,428
| New | +$239K | 0.02% | 297 |
|
Other funds holding CCI
