Curi Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-125
| Closed | -$21K | – | 271 |
|
|
2022
Q2 | $21K | Buy |
125
+52
| +71% | +$8.74K | ﹤0.01% | 297 |
|
|
2022
Q1 | $13K | Hold |
73
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $15K | Buy |
+73
| New | +$15K | ﹤0.01% | 273 |
|
|
2021
Q1 | – | Sell |
-171
| Closed | -$27K | – | 162 |
|
|
2020
Q4 | $27K | Buy |
+171
| New | +$27K | 0.02% | 189 |
|