Baystate 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $46.7K | Buy |
405
+5
| +1% | +$577 | ﹤0.01% | 397 |
|
2023
Q3 | $36.8K | Buy |
400
+7
| +2% | +$644 | ﹤0.01% | 382 |
|
2023
Q2 | $44.8K | Sell |
393
-12
| -3% | -$1.37K | ﹤0.01% | 344 |
|
2023
Q1 | $54.2K | Buy |
405
+15
| +4% | +$2.01K | ﹤0.01% | 326 |
|
2022
Q4 | $53K | Buy |
390
+29
| +8% | +$3.94K | ﹤0.01% | 319 |
|
2022
Q3 | $52K | Buy |
361
+4
| +1% | +$576 | 0.01% | 300 |
|
2022
Q2 | $60K | Buy |
357
+3
| +0.8% | +$504 | 0.01% | 299 |
|
2022
Q1 | $65K | Buy |
354
+22
| +7% | +$4.04K | 0.01% | 289 |
|
2021
Q4 | $69K | Buy |
332
+3
| +0.9% | +$623 | 0.01% | 285 |
|
2021
Q3 | $57K | Buy |
329
+2
| +0.6% | +$347 | 0.01% | 287 |
|
2021
Q2 | $64K | Buy |
327
+136
| +71% | +$26.6K | 0.01% | 253 |
|
2021
Q1 | $33K | Buy |
191
+1
| +0.5% | +$173 | ﹤0.01% | 303 |
|
2020
Q4 | $30K | Buy |
190
+17
| +10% | +$2.68K | ﹤0.01% | 303 |
|
2020
Q3 | $29K | Buy |
173
+152
| +724% | +$25.5K | ﹤0.01% | 276 |
|
2020
Q2 | $4K | Sell |
21
-1
| -5% | -$190 | ﹤0.01% | 480 |
|
2020
Q1 | $3K | Sell |
22
-86
| -80% | -$11.7K | ﹤0.01% | 468 |
|
2019
Q4 | $15K | Buy |
108
+1
| +0.9% | +$139 | ﹤0.01% | 355 |
|
2019
Q3 | $15K | Buy |
107
+87
| +435% | +$12.2K | ﹤0.01% | 317 |
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 461 |
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 466 |
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 501 |
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 513 |
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 532 |
|
2018
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 494 |
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 494 |
|
2017
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
2017
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 479 |
|
2017
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 451 |
|