Caldwell Trust’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3K | Sell |
100
-8
|
|
||||
2025
Q1 | $11.3K | Sell |
108
-2
|
|
||||
2024
Q4 | $9.98K | Sell |
110
-104
|
|
||||
2024
Q3 | $25.4K | Buy |
214
+79
|
|
||||
2024
Q2 | $13.2K | Hold |
135
|
|
||||
2024
Q1 | $14.3K | Hold |
135
|
|
||||
2023
Q4 | $15.6K | Sell |
135
-43
|
|
||||
2023
Q3 | $16.4K | Sell |
178
-115
|
|
||||
2023
Q2 | $33.4K | Buy |
293
+78
|
|
||||
2023
Q1 | $28.8K | Hold |
215
|
|
||||
2022
Q4 | $29.2K | Sell |
215
-19
|
|
||||
2022
Q3 | $33.8K | Buy |
+234
|
|
||||
2022
Q1 | – | Sell |
-25
|
|
||||
2021
Q4 | $5.22K | Hold |
25
|
|
||||
2021
Q3 | $4.33K | Sell |
25
-5
|
|
||||
2021
Q2 | $5.85K | Hold |
30
|
|
||||
2021
Q1 | $5.16K | Hold |
30
|
|
||||
2020
Q4 | $4.78K | Sell |
30
-415
|
|
||||
2020
Q3 | $74.1K | Sell |
445
-160
|
|
||||
2020
Q2 | $101K | Hold |
605
|
|
||||
2020
Q1 | $87.4K | Buy |
605
+100
|
|
||||
2019
Q4 | $71.8K | Buy |
+505
|
|