Chesapeake Wealth Management’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,102	Closed	-$281K	–	157
2023 Q1	$281K	Sell	2,102 -27	-1%	-$3.73K	0.12%	133
2022 Q4	$289K	Sell	2,129 -694	-25%	-$93.8K	0.13%	134
2022 Q3	$409K	Sell	2,823 -361	-11%	-$61.8K	0.19%	108
2022 Q2	$536K	Sell	3,184 -147	-4%	-$26.7K	0.23%	104
2022 Q1	$615K	Sell	3,331 -96	-3%	-$17.1K	0.22%	109
2021 Q4	$715K	Sell	3,427 -149	-4%	-$27.5K	0.24%	99
2021 Q3	$619K	Sell	3,576 -314	-8%	-$60.7K	0.22%	104
2021 Q2	$759K	Sell	3,890 -347	-8%	-$65K	0.25%	99
2021 Q1	$729K	Sell	4,237 -1,315	-24%	-$211K	0.24%	97
2020 Q4	$884K	Sell	5,552 -274	-5%	-$44.4K	0.3%	88
2020 Q3	$970K	Sell	5,826 -42	-0.7%	-$6.93K	0.36%	83
2020 Q2	$982K	Sell	5,868 -444	-7%	-$71.5K	0.39%	79
2020 Q1	$911K	Sell	6,312 -1,431	-18%	-$213K	0.42%	72
2019 Q4	$1.1M	Buy	7,743 +60	+0.8%	+$8.19K	0.42%	73
2019 Q3	$1.07M	Buy	7,683 +365	+5%	+$50.5K	0.44%	73
2019 Q2	$954K	Buy	7,318 +1,638	+29%	+$211K	0.4%	81
2019 Q1	$727K	Buy	5,680 +1,225	+27%	+$144K	0.32%	90
2018 Q4	$484K	Buy	4,455 +1,988	+81%	+$218K	0.24%	107
2018 Q3	$275K	Buy	+2,467	New	+$275K	0.12%	158