Buckingham Strategic 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
Q2 | $217K | Sell |
2,223
-73
| -3% | -$7.13K | ﹤0.01% | 687 |
|
|
2024
Q1 | $243K | Sell |
2,296
-1,295
| -36% | -$137K | ﹤0.01% | 650 |
|
|
2023
Q4 | $414K | Buy |
+3,591
| New | +$414K | ﹤0.01% | 487 |
|
|
2022
Q3 | – | Sell |
-1,335
| Closed | -$225K | – | 615 |
|
|
2022
Q2 | $225K | Buy |
+1,335
| New | +$225K | ﹤0.01% | 530 |
|
|
2018
Q3 | – | Sell |
-2,235
| Closed | -$241K | – | 363 |
|
|
2018
Q2 | $241K | Buy |
+2,235
| New | +$241K | 0.04% | 303 |
|