Bartlett & Co’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10K | Sell |
87
-48
| -36% | -$5.52K | ﹤0.01% | 995 |
|
|
2023
Q3 | $12K | Sell |
135
-63
| -32% | -$5.6K | ﹤0.01% | 901 |
|
|
2023
Q2 | $23K | Sell |
198
-115
| -37% | -$13.4K | ﹤0.01% | 797 |
|
|
2023
Q1 | $42K | Sell |
313
-82
| -21% | -$11K | ﹤0.01% | 595 |
|
|
2022
Q4 | $54K | Sell |
395
-58
| -13% | -$7.93K | ﹤0.01% | 566 |
|
|
2022
Q3 | $65K | Hold |
453
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $76K | Buy |
453
+94
| +26% | +$15.8K | ﹤0.01% | 506 |
|
|
2022
Q1 | $66K | Buy |
+359
| New | +$66K | ﹤0.01% | 542 |
|
|
2021
Q4 | – | Sell |
-784
| Closed | -$136K | – | 477 |
|
|
2021
Q3 | $136K | Buy |
784
+527
| +205% | +$91.4K | ﹤0.01% | 373 |
|
|
2021
Q2 | $50K | Hold |
257
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $44K | Sell |
257
-7
| -3% | -$1.2K | ﹤0.01% | 557 |
|
|
2020
Q4 | $42K | Buy |
264
+99
| +60% | +$15.8K | ﹤0.01% | 547 |
|
|
2020
Q3 | $27K | Sell |
165
-55
| -25% | -$9K | ﹤0.01% | 582 |
|
|
2020
Q2 | $37K | Buy |
220
+55
| +33% | +$9.25K | ﹤0.01% | 535 |
|
|
2020
Q1 | $24K | Buy |
+165
| New | +$24K | ﹤0.01% | 560 |
|
|
2019
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 757 |
|
|
2018
Q3 | – | Sell |
-885
| Closed | -$95K | – | 689 |
|
|
2018
Q2 | $95K | Buy |
+885
| New | +$95K | ﹤0.01% | 331 |
|