Daymark 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 | $230K | Buy |
+2,239
| New | +$230K | 0.01% | 515 |
|
|
2024
Q4 | – | Sell |
-2,380
| Closed | -$282K | – | 499 |
|
|
2024
Q3 | $282K | Buy |
+2,380
| New | +$282K | 0.01% | 434 |
|
|
2024
Q2 | – | Sell |
-2,164
| Closed | -$229K | – | 500 |
|
|
2024
Q1 | $229K | Buy |
2,164
+166
| +8% | +$17.6K | 0.01% | 394 |
|
|
2023
Q4 | $230K | Sell |
1,998
-285
| -12% | -$32.8K | 0.01% | 364 |
|
|
2023
Q3 | $210K | Sell |
2,283
-268
| -11% | -$24.7K | 0.01% | 358 |
|
|
2023
Q2 | $291K | Buy |
2,551
+93
| +4% | +$10.6K | 0.02% | 300 |
|
|
2023
Q1 | $329K | Buy |
2,458
+569
| +30% | +$76.2K | 0.04% | 230 |
|
|
2022
Q4 | $256K | Buy |
+1,889
| New | +$256K | 0.05% | 199 |
|