CPA
Cowen Prime Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.2M | Buy |
36,860
+9,075
| +33% | +$1.03M | 1.45% | 15 |
|
|
2023
Q1 | $3.42M | Buy |
27,785
+11,985
| +76% | +$1.48M | 1.37% | 18 |
|
|
2022
Q4 | $2.14M | Buy |
15,800
+3,930
| +33% | +$533K | 0.88% | 28 |
|
|
2022
Q3 | $1.72M | Hold |
11,870
| – | – | 0.99% | 23 |
|
|
2022
Q2 | $2M | Buy |
11,870
+2,225
| +23% | +$375K | 1.14% | 23 |
|
|
2022
Q1 | $1.78M | Hold |
9,645
| – | – | 0.75% | 31 |
|
|
2021
Q4 | $2.01M | Sell |
9,645
-600
| -6% | -$125K | 0.68% | 35 |
|
|
2021
Q3 | $1.78M | Buy |
10,245
+200
| +2% | +$34.7K | 0.66% | 35 |
|
|
2021
Q2 | $1.96M | Sell |
10,045
-850
| -8% | -$166K | 0.71% | 34 |
|
|
2021
Q1 | $1.88M | Buy |
10,895
+3,935
| +57% | +$677K | 0.71% | 36 |
|
|
2020
Q4 | $1.11M | Sell |
6,960
-250
| -3% | -$39.8K | 0.49% | 40 |
|
|
2020
Q3 | $1.2M | Sell |
7,210
-4,660
| -39% | -$776K | 0.58% | 34 |
|
|
2020
Q2 | $2M | Buy |
11,870
+4,460
| +60% | +$751K | 1.14% | 23 |
|
|
2020
Q1 | $1.07M | Sell |
7,410
-8,725
| -54% | -$1.26M | 0.65% | 32 |
|
|
2019
Q4 | $2.29M | Buy |
16,135
+950
| +6% | +$135K | 1.05% | 24 |
|
|
2019
Q3 | $2.11M | Sell |
15,185
-11,240
| -43% | -$1.56M | 1.09% | 24 |
|
|
2019
Q2 | $3.45M | Hold |
26,425
| – | – | 1.66% | 17 |
|
|
2019
Q1 | $3.38M | Buy |
26,425
+5
| +0% | +$640 | 1.75% | 16 |
|
|
2018
Q4 | $2.87M | Sell |
26,420
-1,200
| -4% | -$130K | 1.73% | 15 |
|
|
2018
Q3 | $3.08M | Sell |
27,620
-2,500
| -8% | -$278K | 1.43% | 22 |
|
|
2018
Q2 | $3.25M | Buy |
30,120
+1,510
| +5% | +$163K | 1.6% | 20 |
|
|
2018
Q1 | $3.14M | Buy |
28,610
+690
| +2% | +$75.6K | 1.74% | 18 |
|
|
2017
Q4 | $3.1M | Sell |
27,920
-4,630
| -14% | -$514K | 1.51% | 19 |
|
|
2017
Q3 | $3.25M | Sell |
32,550
-6,635
| -17% | -$663K | 1.55% | 22 |
|
|
2017
Q2 | $3.93M | Sell |
39,185
-30
| -0.1% | -$3.01K | 1.81% | 17 |
|
|
2017
Q1 | $3.7M | Buy |
39,215
+5,165
| +15% | +$488K | 1.91% | 15 |
|
|
2016
Q4 | $2.96M | Buy |
34,050
+3,100
| +10% | +$269K | 1.59% | 17 |
|
|
2016
Q3 | $2.92M | Hold |
30,950
| – | – | 1.32% | 19 |
|
|
2016
Q2 | $3.14M | Sell |
30,950
-13,050
| -30% | -$1.32M | 1.52% | 19 |
|
|
2016
Q1 | $3.81M | Sell |
44,000
-1,800
| -4% | -$156K | 1.76% | 15 |
|
|
2015
Q4 | $3.96M | Buy |
45,800
+400
| +0.9% | +$34.6K | 1.75% | 17 |
|
|
2015
Q3 | $3.58M | Buy |
45,400
+3,150
| +7% | +$248K | 1.67% | 18 |
|
|
2015
Q2 | $3.39M | Buy |
42,250
+100
| +0.2% | +$8.03K | 1.33% | 20 |
|
|
2015
Q1 | $3.48M | Sell |
42,150
-3,900
| -8% | -$322K | 1.43% | 18 |
|
|
2014
Q4 | $3.62M | Buy |
+46,050
| New | +$3.62M | 1.43% | 20 |
|