Core Wealth 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
Q1 | – | Sell |
-39
| Closed | -$4.49K | – | 264 |
|
|
2023
Q4 | $4.49K | Hold |
39
| – | – | ﹤0.01% | 221 |
|
|
2023
Q3 | $3.59K | Hold |
39
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $4.44K | Hold |
39
| – | – | ﹤0.01% | 199 |
|
|
2023
Q1 | $5.22K | Hold |
39
| – | – | ﹤0.01% | 195 |
|
|
2022
Q4 | $5.29K | Buy |
+39
| New | +$5.29K | ﹤0.01% | 208 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$6K | – | 180 |
|
|
2020
Q4 | $6K | Sell |
35
-124
| -78% | -$21.3K | 0.01% | 132 |
|
|
2020
Q3 | $26K | Buy |
159
+34
| +27% | +$5.56K | 0.02% | 69 |
|
|
2020
Q2 | $21K | Hold |
125
| – | – | 0.02% | 71 |
|
|
2020
Q1 | $18K | Buy |
125
+102
| +443% | +$14.7K | 0.01% | 74 |
|
|
2019
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 105 |
|