CreativeOne Wealth’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 |
-2,548
| Closed | -$266K | – | 1124 |
|
|
2025
Q1 | $266K | Sell |
2,548
-110
| -4% | -$11.5K | 0.01% | 903 |
|
|
2024
Q4 | $241K | Sell |
2,658
-250
| -9% | -$22.7K | 0.01% | 955 |
|
|
2024
Q3 | $345K | Buy |
2,908
+74
| +3% | +$8.78K | 0.01% | 740 |
|
|
2024
Q2 | $277K | Buy |
2,834
+864
| +44% | +$84.4K | 0.01% | 641 |
|
|
2024
Q1 | $209K | Buy |
+1,970
| New | +$209K | 0.01% | 832 |
|
|
2023
Q3 | – | Sell |
-2,308
| Closed | -$263K | – | 617 |
|
|
2023
Q2 | $263K | Sell |
2,308
-32
| -1% | -$3.65K | 0.01% | 685 |
|
|
2023
Q1 | $313K | Buy |
2,340
+143
| +7% | +$19.1K | 0.02% | 621 |
|
|
2022
Q4 | $298K | Buy |
2,197
+102
| +5% | +$13.8K | 0.02% | 571 |
|
|
2022
Q3 | $303K | Buy |
2,095
+279
| +15% | +$40.4K | 0.02% | 542 |
|
|
2022
Q2 | $306K | Buy |
1,816
+249
| +16% | +$42K | 0.02% | 551 |
|
|
2022
Q1 | $289K | Buy |
1,567
+36
| +2% | +$6.64K | 0.02% | 586 |
|
|
2021
Q4 | $319K | Buy |
1,531
+375
| +32% | +$78.1K | 0.02% | 578 |
|
|
2021
Q3 | $200K | Buy |
+1,156
| New | +$200K | 0.01% | 669 |
|