Charter Oak Capital Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-353
| Closed | -$59K | – | 271 |
|
|
2022
Q2 | $59K | Hold |
353
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $65K | Buy |
353
+70
| +25% | +$12.9K | 0.01% | 316 |
|
|
2021
Q4 | $59K | Hold |
283
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $49K | Hold |
283
| – | – | 0.01% | 328 |
|
|
2021
Q2 | $55K | Buy |
283
+10
| +4% | +$1.94K | 0.01% | 309 |
|
|
2021
Q1 | $47K | Buy |
273
+150
| +122% | +$25.8K | 0.01% | 321 |
|
|
2020
Q4 | $20K | Buy |
+123
| New | +$20K | ﹤0.01% | 409 |
|