BFA
BMS Financial Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $271K | Sell |
2,379
-909
| -28% | -$104K | 0.18% | 99 |
|
|
2023
Q1 | $440K | Buy |
3,288
+148
| +5% | +$19.8K | 0.3% | 77 |
|
|
2022
Q4 | $426K | Sell |
3,140
-458
| -13% | -$62.1K | 0.28% | 65 |
|
|
2022
Q3 | $520K | Sell |
3,598
-140
| -4% | -$20.2K | 0.36% | 56 |
|
|
2022
Q2 | $629K | Buy |
3,738
+170
| +5% | +$28.6K | 0.41% | 38 |
|
|
2022
Q1 | $659K | Buy |
3,568
+137
| +4% | +$25.3K | 0.42% | 45 |
|
|
2021
Q4 | $716K | Buy |
+3,431
| New | +$716K | 0.46% | 39 |
|