BerganKDV Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17.7K | Sell |
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|
2023
Q1 | $25.2K | Hold |
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|
2022
Q4 | $25.6K | Sell |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Buy |
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