Baldwin 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 |
-1,885
| Closed | -$224K | – | 354 |
|
|
2024
Q3 | $224K | Buy |
1,885
+1,835
| +3,670% | +$218K | 0.02% | 315 |
|
|
2024
Q2 | $4.89K | Hold |
50
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $5.29K | Sell |
50
-145
| -74% | -$15.3K | ﹤0.01% | 591 |
|
|
2023
Q4 | $22.5K | Sell |
195
-35
| -15% | -$4.03K | ﹤0.01% | 488 |
|
|
2023
Q3 | $21.2K | Hold |
230
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $26.2K | Hold |
230
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $30.8K | Hold |
230
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $31.2K | Sell |
230
-250
| -52% | -$33.9K | ﹤0.01% | 482 |
|
|
2022
Q3 | $69K | Sell |
480
-40
| -8% | -$5.75K | 0.01% | 281 |
|
|
2022
Q2 | $88K | Hold |
520
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $96K | Buy |
520
+300
| +136% | +$55.4K | 0.01% | 276 |
|
|
2021
Q4 | $46K | Hold |
220
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $38K | Hold |
220
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $43K | Buy |
220
+75
| +52% | +$14.7K | ﹤0.01% | 376 |
|
|
2021
Q1 | $25K | Hold |
145
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $23K | Hold |
145
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $24K | Hold |
145
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $24K | Hold |
145
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $21K | Buy |
+145
| New | +$21K | ﹤0.01% | 369 |
|