BerganKDV 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
Q2 | $17.7K | Sell |
155
-33
| -18% | -$3.76K | ﹤0.01% | 502 |
|
|
2023
Q1 | $25.2K | Hold |
188
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $25.6K | Sell |
188
-6
| -3% | -$816 | ﹤0.01% | 462 |
|
|
2022
Q3 | $28K | Sell |
194
-9
| -4% | -$1.3K | ﹤0.01% | 438 |
|
|
2022
Q2 | $34K | Buy |
203
+2
| +1% | +$335 | ﹤0.01% | 422 |
|
|
2022
Q1 | $37K | Sell |
201
-26
| -11% | -$4.79K | ﹤0.01% | 428 |
|
|
2021
Q4 | $47K | Buy |
227
+1
| +0.4% | +$207 | ﹤0.01% | 431 |
|
|
2021
Q3 | $39K | Sell |
226
-24
| -10% | -$4.14K | ﹤0.01% | 433 |
|
|
2021
Q2 | $49K | Buy |
250
+50
| +25% | +$9.8K | 0.01% | 385 |
|
|
2021
Q1 | $34K | Hold |
200
| – | – | ﹤0.01% | 413 |
|
|
2020
Q4 | $32K | Buy |
200
+10
| +5% | +$1.6K | ﹤0.01% | 404 |
|
|
2020
Q3 | $32K | Hold |
190
| – | – | 0.01% | 377 |
|
|
2020
Q2 | $32K | Buy |
190
+145
| +322% | +$24.4K | 0.01% | 400 |
|
|
2020
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 547 |
|
|
2019
Q4 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 587 |
|