Capital Wealth Planning’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,228
| Closed | -$256K | – | 97 |
|
2021
Q4 | $256K | Hold |
1,228
| – | – | 0.01% | 90 |
|
2021
Q3 | $213K | Sell |
1,228
-876
| -42% | -$152K | 0.01% | 106 |
|
2021
Q2 | $411K | Buy |
2,104
+5
| +0.2% | +$977 | 0.01% | 81 |
|
2021
Q1 | $361K | Buy |
2,099
+595
| +40% | +$102K | 0.01% | 80 |
|
2020
Q4 | $239K | Sell |
1,504
-231,437
| -99% | -$36.8M | 0.01% | 98 |
|
2020
Q3 | $38.8M | Buy |
232,941
+18,357
| +9% | +$3.06M | 1.92% | 24 |
|
2020
Q2 | $35.9M | Buy |
214,584
+212,014
| +8,250% | +$35.5M | 2.05% | 22 |
|
2020
Q1 | $371K | Buy |
2,570
+929
| +57% | +$134K | 0.02% | 147 |
|
2019
Q4 | $233K | Buy |
+1,641
| New | +$233K | 0.01% | 174 |
|
2015
Q1 | – | Sell |
-13,080
| Closed | -$1.03M | – | 113 |
|
2014
Q4 | $1.03M | Buy |
+13,080
| New | +$1.03M | 0.48% | 49 |
|