BWL
Bogart Wealth LLC’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Buy |
339
+121
| +56% | +$12.4K | ﹤0.01% | 514 |
|
|
2025
Q1 | $22.7K | Sell |
218
-894
| -80% | -$93.2K | ﹤0.01% | 558 |
|
|
2024
Q4 | $101K | Buy |
1,112
+16
| +1% | +$1.45K | ﹤0.01% | 314 |
|
|
2024
Q3 | $130K | Buy |
1,096
+12
| +1% | +$1.42K | 0.01% | 273 |
|
|
2024
Q2 | $106K | Sell |
1,084
-2
| -0.2% | -$195 | 0.01% | 291 |
|
|
2024
Q1 | $115K | Buy |
1,086
+17
| +2% | +$1.8K | 0.01% | 263 |
|
|
2023
Q4 | $123K | Buy |
1,069
+11
| +1% | +$1.27K | 0.01% | 236 |
|
|
2023
Q3 | $97.3K | Sell |
1,058
-388
| -27% | -$35.7K | 0.01% | 252 |
|
|
2023
Q2 | $165K | Sell |
1,446
-58,614
| -98% | -$6.68M | 0.01% | 203 |
|
|
2023
Q1 | $8.04M | Buy |
60,060
+5,028
| +9% | +$673K | 0.54% | 38 |
|
|
2022
Q4 | $7.46M | Sell |
55,032
-420
| -0.8% | -$57K | 0.52% | 42 |
|
|
2022
Q3 | $8.02M | Buy |
55,452
+7,938
| +17% | +$1.15M | 0.67% | 32 |
|
|
2022
Q2 | $8M | Buy |
47,514
+7,195
| +18% | +$1.21M | 0.7% | 29 |
|
|
2022
Q1 | $7.44M | Buy |
40,319
+5,734
| +17% | +$1.06M | 0.64% | 30 |
|
|
2021
Q4 | $7.22M | Buy |
34,585
+1,750
| +5% | +$365K | 0.65% | 21 |
|
|
2021
Q3 | $5.69M | Buy |
32,835
+1,467
| +5% | +$254K | 0.58% | 28 |
|
|
2021
Q2 | $6.12M | Buy |
31,368
+3,291
| +12% | +$642K | 0.67% | 17 |
|
|
2021
Q1 | $4.83M | Buy |
28,077
+7,577
| +37% | +$1.3M | 0.67% | 22 |
|
|
2020
Q4 | $3.26M | Buy |
20,500
+1,221
| +6% | +$194K | 0.61% | 26 |
|
|
2020
Q3 | $3.21M | Sell |
19,279
-680
| -3% | -$113K | 0.71% | 20 |
|
|
2020
Q2 | $3.34M | Sell |
19,959
-530
| -3% | -$88.7K | 0.78% | 18 |
|
|
2020
Q1 | $2.96M | Sell |
20,489
-958
| -4% | -$138K | 0.81% | 19 |
|
|
2019
Q4 | $3.05M | Buy |
21,447
+315
| +1% | +$44.8K | 0.97% | 18 |
|
|
2019
Q3 | $2.94M | Buy |
21,132
+106
| +0.5% | +$14.7K | 1.45% | 9 |
|
|
2019
Q2 | $2.74M | Buy |
21,026
+1,640
| +8% | +$214K | 1.66% | 11 |
|
|
2019
Q1 | $2.48M | Buy |
19,386
+1,309
| +7% | +$168K | 1.2% | 11 |
|
|
2018
Q4 | $1.96M | Buy |
18,077
+135
| +0.8% | +$14.7K | 0.98% | 18 |
|
|
2018
Q3 | $2M | Buy |
17,942
+1,173
| +7% | +$131K | 1.16% | 19 |
|
|
2018
Q2 | $1.81M | Buy |
16,769
+766
| +5% | +$82.6K | 1.1% | 18 |
|
|
2018
Q1 | $1.76M | Buy |
+16,003
| New | +$1.76M | 1.02% | 19 |
|