Capital Asset Advisory Services’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,219
Closed -$372K 315
2023
Q2
$372K Sell
3,219
-357
-10% -$41.3K 0.03% 225
2023
Q1
$479K Buy
3,576
+43
+1% +$5.76K 0.04% 210
2022
Q4
$494K Sell
3,533
-1,479
-30% -$207K 0.04% 212
2022
Q3
$724K Sell
5,012
-1,153
-19% -$167K 0.09% 125
2022
Q2
$1.04M Buy
6,165
+86
+1% +$14.5K 0.11% 121
2022
Q1
$1.12M Buy
6,079
+130
+2% +$24K 0.12% 121
2021
Q4
$1.24M Buy
5,949
+114
+2% +$23.8K 0.13% 111
2021
Q3
$1.01M Buy
5,835
+77
+1% +$13.3K 0.11% 126
2021
Q2
$1.12M Sell
5,758
-224
-4% -$43.7K 0.12% 119
2021
Q1
$1.03M Buy
5,982
+333
+6% +$57.3K 0.15% 119
2020
Q4
$899K Buy
5,649
+385
+7% +$61.3K 0.16% 109
2020
Q3
$876K Sell
5,264
-926
-15% -$154K 0.18% 97
2020
Q2
$1M Sell
6,190
-830
-12% -$134K 0.21% 89
2020
Q1
$1.08M Sell
7,020
-1,968
-22% -$301K 0.29% 66
2019
Q4
$1.45M Buy
+8,988
New +$1.45M 0.34% 56