Bison Wealth’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 |
-3,271
| Closed | -$388K | – | 333 |
|
|
2024
Q3 | $388K | Buy |
3,271
+565
| +21% | +$67K | 0.06% | 276 |
|
|
2024
Q2 | $286K | Hold |
2,706
| – | – | 0.05% | 343 |
|
|
2024
Q1 | $286K | Sell |
2,706
-117
| -4% | -$12.4K | 0.05% | 343 |
|
|
2023
Q4 | $325K | Sell |
2,823
-2,348
| -45% | -$270K | 0.06% | 301 |
|
|
2023
Q3 | $476K | Sell |
5,171
-246
| -5% | -$22.6K | 0.09% | 222 |
|
|
2023
Q2 | $617K | Buy |
5,417
+957
| +21% | +$109K | 0.11% | 183 |
|
|
2023
Q1 | $520K | Sell |
4,460
-1,622
| -27% | -$189K | 0.16% | 147 |
|
|
2022
Q4 | $880K | Buy |
6,082
+49
| +0.8% | +$7.09K | 0.28% | 111 |
|
|
2022
Q3 | $872K | Buy |
6,033
+3,330
| +123% | +$481K | 0.34% | 90 |
|
|
2022
Q2 | $455K | Buy |
2,703
+40
| +2% | +$6.73K | 0.26% | 103 |
|
|
2022
Q1 | $492K | Sell |
2,663
-19
| -0.7% | -$3.51K | 0.25% | 106 |
|
|
2021
Q4 | $560K | Sell |
2,682
-136
| -5% | -$28.4K | 0.33% | 75 |
|
|
2021
Q3 | $488K | Buy |
2,818
+9
| +0.3% | +$1.56K | 0.22% | 115 |
|
|
2021
Q2 | $548K | Sell |
2,809
-559
| -17% | -$109K | 0.24% | 104 |
|
|
2021
Q1 | $580K | Buy |
3,368
+994
| +42% | +$171K | 0.25% | 96 |
|
|
2020
Q4 | $378K | Sell |
2,374
-269
| -10% | -$42.8K | 0.18% | 144 |
|
|
2020
Q3 | $440K | Buy |
2,643
+2
| +0.1% | +$333 | 0.26% | 100 |
|
|
2020
Q2 | $442K | Buy |
2,641
+107
| +4% | +$17.9K | 0.28% | 90 |
|
|
2020
Q1 | $366K | Sell |
2,534
-367
| -13% | -$53K | 0.27% | 105 |
|
|
2019
Q4 | $412K | Sell |
2,901
-898
| -24% | -$128K | 0.2% | 136 |
|
|
2019
Q3 | $528K | Hold |
3,799
| – | – | 0.29% | 92 |
|
|
2019
Q2 | $495K | Buy |
3,799
+751
| +25% | +$97.9K | 0.29% | 101 |
|
|
2019
Q1 | $390K | Sell |
3,048
-500
| -14% | -$64K | 0.24% | 130 |
|
|
2018
Q4 | $385K | Buy |
3,548
+169
| +5% | +$18.3K | 0.28% | 105 |
|
|
2018
Q3 | $376K | Buy |
3,379
+148
| +5% | +$16.5K | 0.25% | 124 |
|
|
2018
Q2 | $348K | Buy |
3,231
+22
| +0.7% | +$2.37K | 0.26% | 117 |
|
|
2018
Q1 | $352K | Buy |
3,209
+317
| +11% | +$34.8K | 0.27% | 111 |
|
|
2017
Q4 | $321K | Sell |
2,892
-134
| -4% | -$14.9K | 0.24% | 121 |
|
|
2017
Q3 | $303K | Sell |
3,026
-763
| -20% | -$76.4K | 0.24% | 120 |
|
|
2017
Q2 | $380K | Sell |
3,789
-427
| -10% | -$42.8K | 0.31% | 91 |
|
|
2017
Q1 | $398K | Sell |
4,216
-456
| -10% | -$43K | 0.34% | 84 |
|
|
2016
Q4 | $405K | Sell |
4,672
-550
| -11% | -$47.7K | 0.34% | 78 |
|
|
2016
Q3 | $492K | Sell |
5,222
-9,496
| -65% | -$895K | 0.42% | 73 |
|
|
2016
Q2 | $1.49M | Buy |
14,718
+5,960
| +68% | +$605K | 0.9% | 30 |
|
|
2016
Q1 | $758K | Buy |
8,758
+718
| +9% | +$62.1K | 0.49% | 65 |
|
|
2015
Q4 | $695K | Buy |
+8,040
| New | +$695K | 0.4% | 79 |
|