Beacon Financial Group’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 |
-3,458
| Closed | -$410K | – | 325 |
|
|
2024
Q3 | $410K | Sell |
3,458
-2,497
| -42% | -$296K | 0.04% | 236 |
|
|
2024
Q2 | $582K | Sell |
5,955
-150
| -2% | -$14.7K | 0.07% | 197 |
|
|
2024
Q1 | $646K | Sell |
6,105
-525
| -8% | -$55.6K | 0.07% | 196 |
|
|
2023
Q4 | $764K | Buy |
+6,630
| New | +$764K | 0.09% | 170 |
|