Avitas Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,831
| Closed | -$769K | – | 211 |
|
|
2020
Q4 | $769K | Buy |
4,831
+156
| +3% | +$24.8K | 0.16% | 163 |
|
|
2020
Q3 | $778K | Buy |
4,675
+246
| +6% | +$40.9K | 0.22% | 123 |
|
|
2020
Q2 | $741K | Sell |
4,429
-30
| -0.7% | -$5.02K | 0.25% | 113 |
|
|
2020
Q1 | $644K | Buy |
4,459
+68
| +2% | +$9.82K | 0.29% | 90 |
|
|
2019
Q4 | $624K | Sell |
4,391
-8
| -0.2% | -$1.14K | 0.16% | 132 |
|
|
2019
Q3 | $612K | Buy |
4,399
+27
| +0.6% | +$3.76K | 0.17% | 130 |
|
|
2019
Q2 | $570K | Sell |
4,372
-112
| -2% | -$14.6K | 0.16% | 139 |
|
|
2019
Q1 | $574K | Sell |
4,484
-277
| -6% | -$35.5K | 0.17% | 130 |
|
|
2018
Q4 | $517K | Sell |
4,761
-17
| -0.4% | -$1.85K | 0.17% | 132 |
|
|
2018
Q3 | $532K | Buy |
4,778
+404
| +9% | +$45K | 0.15% | 143 |
|
|
2018
Q2 | $472K | Buy |
+4,374
| New | +$472K | 0.15% | 143 |
|