Cedar Brook Financial Partners’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 |
-2,351
| Closed | -$268K | – | 387 |
|
|
2023
Q2 | $268K | Sell |
2,351
-582
| -20% | -$66.3K | 0.06% | 306 |
|
|
2023
Q1 | $393K | Buy |
2,933
+349
| +14% | +$46.7K | 0.1% | 218 |
|
|
2022
Q4 | $350K | Buy |
2,584
+488
| +23% | +$66.2K | 0.1% | 230 |
|
|
2022
Q3 | $303K | Buy |
2,096
+623
| +42% | +$90.1K | 0.1% | 240 |
|
|
2022
Q2 | $248K | Sell |
1,473
-512
| -26% | -$86.2K | 0.08% | 279 |
|
|
2022
Q1 | $366K | Sell |
1,985
-63
| -3% | -$11.6K | 0.1% | 228 |
|
|
2021
Q4 | $427K | Buy |
2,048
+145
| +8% | +$30.2K | 0.11% | 206 |
|
|
2021
Q3 | $330K | Buy |
1,903
+233
| +14% | +$40.4K | 0.1% | 227 |
|
|
2021
Q2 | $326K | Buy |
1,670
+94
| +6% | +$18.4K | 0.09% | 248 |
|
|
2021
Q1 | $271K | Buy |
+1,576
| New | +$271K | 0.09% | 245 |
|
|
2019
Q4 | – | Sell |
-1,596
| Closed | -$222K | – | 296 |
|
|
2019
Q3 | $222K | Buy |
+1,596
| New | +$222K | 0.1% | 260 |
|