Berman Capital Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $340K | Buy |
1,967
+103
| +6% | +$17.8K | 0.05% | 176 |
|
|
2021
Q2 | $362K | Buy |
1,864
+276
| +17% | +$53.6K | 0.06% | 154 |
|
|
2021
Q1 | $273K | Sell |
1,588
-112
| -7% | -$19.3K | 0.06% | 155 |
|
|
2020
Q4 | $270K | Buy |
1,700
+281
| +20% | +$44.6K | 0.06% | 130 |
|
|
2020
Q3 | $234K | Buy |
1,419
+137
| +11% | +$22.6K | 0.07% | 134 |
|
|
2020
Q2 | $213K | Sell |
1,282
-24
| -2% | -$3.99K | 0.06% | 138 |
|
|
2020
Q1 | $186K | Buy |
1,306
+140
| +12% | +$19.9K | 0.06% | 126 |
|
|
2019
Q4 | $164K | Buy |
1,166
+594
| +104% | +$83.5K | 0.05% | 159 |
|
|
2019
Q3 | $79K | Sell |
572
-25
| -4% | -$3.45K | 0.02% | 246 |
|
|
2019
Q2 | $77K | Buy |
597
+10
| +2% | +$1.29K | 0.02% | 244 |
|
|
2019
Q1 | $75K | Sell |
587
-19
| -3% | -$2.43K | 0.03% | 228 |
|
|
2018
Q4 | $65K | Buy |
+606
| New | +$65K | 0.03% | 228 |
|