Berkeley Capital Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,324
| Closed | -$607K | – | 150 |
|
|
2023
Q2 | $607K | Buy |
5,324
+6
| +0.1% | +$684 | 0.21% | 86 |
|
|
2023
Q1 | $712K | Buy |
5,318
+519
| +11% | +$69.5K | 0.26% | 76 |
|
|
2022
Q4 | $651K | Buy |
4,799
+1,297
| +37% | +$176K | 0.25% | 79 |
|
|
2022
Q3 | $506K | Buy |
3,502
+31
| +0.9% | +$4.48K | 0.22% | 84 |
|
|
2022
Q2 | $584K | Sell |
3,471
-40
| -1% | -$6.73K | 0.24% | 79 |
|
|
2022
Q1 | $648K | Buy |
+3,511
| New | +$648K | 0.26% | 80 |
|