Concord Wealth Partners’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 | – | Sell |
-56
| Closed | -$5.84K | – | 871 |
|
|
2025
Q1 | $5.84K | Hold |
56
| – | – | ﹤0.01% | 566 |
|
|
2024
Q4 | $5.08K | Sell |
56
-56
| -50% | -$5.08K | ﹤0.01% | 597 |
|
|
2024
Q3 | $13.3K | Hold |
112
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $10.9K | Hold |
112
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $11.9K | Hold |
112
| – | – | ﹤0.01% | 556 |
|
|
2023
Q4 | $12.9K | Sell |
112
-86
| -43% | -$9.91K | ﹤0.01% | 537 |
|
|
2023
Q3 | $18.2K | Sell |
198
-5
| -2% | -$460 | ﹤0.01% | 523 |
|
|
2023
Q2 | $23.1K | Hold |
203
| – | – | 0.01% | 486 |
|
|
2023
Q1 | $27.2K | Sell |
203
-161
| -44% | -$21.5K | 0.01% | 439 |
|
|
2022
Q4 | $49.4K | Buy |
+364
| New | +$49.4K | 0.01% | 378 |
|
|
2022
Q3 | – | Sell |
-359
| Closed | -$60K | – | 305 |
|
|
2022
Q2 | $60K | Hold |
359
| – | – | 0.02% | 332 |
|
|
2022
Q1 | $66K | Sell |
359
-4
| -1% | -$735 | 0.02% | 379 |
|
|
2021
Q4 | $76K | Buy |
363
+213
| +142% | +$44.6K | 0.02% | 355 |
|
|
2021
Q3 | $26K | Sell |
150
-173
| -54% | -$30K | 0.01% | 330 |
|
|
2021
Q2 | $63K | Buy |
323
+31
| +11% | +$6.05K | 0.02% | 310 |
|
|
2021
Q1 | $50K | Buy |
+292
| New | +$50K | 0.02% | 338 |
|