BOK Financial Private 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
Q3 | – | Sell |
-57
| Closed | -$5.57K | – | 538 |
|
|
2024
Q2 | $5.57K | Hold |
57
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $6.03K | Hold |
57
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $6.57K | Hold |
57
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $5.25K | Sell |
57
-233
| -80% | -$21.4K | ﹤0.01% | 341 |
|
|
2023
Q2 | $33K | Sell |
290
-436
| -60% | -$49.7K | ﹤0.01% | 258 |
|
|
2023
Q1 | $97.2K | Sell |
726
-9,052
| -93% | -$1.21M | 0.01% | 200 |
|
|
2022
Q4 | $1.33M | Sell |
9,778
-265
| -3% | -$35.9K | 0.11% | 89 |
|
|
2022
Q3 | $1.45M | Buy |
10,043
+425
| +4% | +$61.4K | 0.13% | 92 |
|
|
2022
Q2 | $1.62M | Sell |
9,618
-2,949
| -23% | -$496K | 0.14% | 91 |
|
|
2022
Q1 | $2.32M | Buy |
12,567
+648
| +5% | +$120K | 0.16% | 89 |
|
|
2021
Q4 | $2.49M | Sell |
11,919
-128
| -1% | -$26.7K | 0.17% | 85 |
|
|
2021
Q3 | $2.09M | Buy |
12,047
+236
| +2% | +$40.9K | 0.17% | 81 |
|
|
2021
Q2 | $2.3M | Buy |
11,811
+862
| +8% | +$168K | 0.19% | 79 |
|
|
2021
Q1 | $1.89M | Buy |
10,949
+341
| +3% | +$58.7K | 0.17% | 83 |
|
|
2020
Q4 | $1.69M | Sell |
10,608
-60
| -0.6% | -$9.55K | 0.16% | 84 |
|
|
2020
Q3 | $1.78M | Sell |
10,668
-846
| -7% | -$141K | 0.19% | 82 |
|
|
2020
Q2 | $1.93M | Sell |
11,514
-2,593
| -18% | -$434K | 0.2% | 77 |
|
|
2020
Q1 | $2.04M | Sell |
14,107
-7,017
| -33% | -$1.01M | 0.25% | 79 |
|
|
2019
Q4 | $3M | Buy |
+21,124
| New | +$3M | 0.25% | 73 |
|