BSW Wealth Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,989
| Closed | -$210K | – | 297 |
|
|
2024
Q1 | $210K | Sell |
1,989
-580
| -23% | -$61.4K | 0.04% | 276 |
|
|
2023
Q4 | $296K | Buy |
2,569
+33
| +1% | +$3.8K | 0.06% | 206 |
|
|
2023
Q3 | $233K | Buy |
2,536
+623
| +33% | +$57.3K | 0.05% | 212 |
|
|
2023
Q2 | $218K | Sell |
1,913
-93
| -5% | -$10.6K | 0.05% | 240 |
|
|
2023
Q1 | $268K | Buy |
2,006
+390
| +24% | +$52.2K | 0.06% | 236 |
|
|
2022
Q4 | $219K | Sell |
1,616
-627
| -28% | -$85K | 0.05% | 262 |
|
|
2022
Q3 | $324K | Buy |
2,243
+256
| +13% | +$37K | 0.08% | 166 |
|
|
2022
Q2 | $335K | Buy |
1,987
+106
| +6% | +$17.9K | 0.08% | 169 |
|
|
2022
Q1 | $347K | Buy |
1,881
+114
| +6% | +$21K | 0.09% | 177 |
|
|
2021
Q4 | $369K | Buy |
1,767
+214
| +14% | +$44.7K | 0.09% | 165 |
|
|
2021
Q3 | $269K | Buy |
+1,553
| New | +$269K | 0.08% | 204 |
|