Choate Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,192
| Closed | -$232K | – | 382 |
|
|
2024
Q1 | $232K | Sell |
2,192
-357
| -14% | -$37.8K | 0.01% | 367 |
|
|
2023
Q4 | $294K | Buy |
+2,549
| New | +$294K | 0.01% | 309 |
|
|
2022
Q3 | – | Sell |
-1,393
| Closed | -$234K | – | 298 |
|
|
2022
Q2 | $234K | Sell |
1,393
-250
| -15% | -$42K | 0.01% | 235 |
|
|
2022
Q1 | $303K | Sell |
1,643
-22
| -1% | -$4.06K | 0.02% | 243 |
|
|
2021
Q4 | $347K | Buy |
1,665
+46
| +3% | +$9.59K | 0.02% | 214 |
|
|
2021
Q3 | $280K | Buy |
1,619
+150
| +10% | +$25.9K | 0.02% | 229 |
|
|
2021
Q2 | $286K | Buy |
+1,469
| New | +$286K | 0.02% | 232 |
|