Clearstead Trust’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
1,054
+885
| +524% | +$90.9K | 0.02% | 230 |
|
|
2025
Q1 | $17.6K | Buy |
+169
| New | +$17.6K | ﹤0.01% | 374 |
|
|
2019
Q1 | – | Sell |
-587
| Closed | -$64K | – | 203 |
|
|
2018
Q4 | $64K | Sell |
587
-277
| -32% | -$30.2K | 0.06% | 129 |
|
|
2018
Q3 | $96K | Buy |
864
+307
| +55% | +$34.1K | 0.07% | 115 |
|
|
2018
Q2 | $60K | Buy |
+557
| New | +$60K | 0.05% | 131 |
|
|
2018
Q1 | – | Sell |
-12,820
| Closed | -$1.42M | – | 132 |
|
|
2017
Q4 | $1.42M | Sell |
12,820
-1,490
| -10% | -$165K | 0.97% | 30 |
|
|
2017
Q3 | $1.43M | Sell |
14,310
-632
| -4% | -$63.2K | 1.06% | 34 |
|
|
2017
Q2 | $1.4M | Buy |
+14,942
| New | +$1.4M | 1.1% | 31 |
|
|
2017
Q1 | – | Sell |
-5,210
| Closed | -$402K | – | 130 |
|
|
2016
Q4 | $402K | Buy |
+5,210
| New | +$402K | 0.36% | 65 |
|