Demars Financial Group’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,530
| Closed | -$300K | – | 72 |
|
|
2024
Q3 | $300K | Sell |
2,530
-100
| -4% | -$11.9K | 0.14% | 59 |
|
|
2024
Q2 | $257K | Sell |
2,630
-2,386
| -48% | -$233K | 0.12% | 61 |
|
|
2024
Q1 | $531K | Buy |
5,016
+952
| +23% | +$101K | 0.26% | 41 |
|
|
2023
Q4 | $468K | Sell |
4,064
-179
| -4% | -$20.6K | 0.25% | 45 |
|
|
2023
Q3 | $390K | Buy |
+4,243
| New | +$390K | 0.22% | 59 |
|
|
2023
Q1 | – | Sell |
-3,258
| Closed | -$442K | – | 74 |
|
|
2022
Q4 | $442K | Buy |
3,258
+467
| +17% | +$63.3K | 0.24% | 51 |
|
|
2022
Q3 | $403K | Buy |
2,791
+353
| +14% | +$51K | 0.24% | 52 |
|
|
2022
Q2 | $411K | Buy |
2,438
+336
| +16% | +$56.6K | 0.23% | 59 |
|
|
2022
Q1 | $388K | Buy |
2,102
+1,065
| +103% | +$197K | 0.2% | 60 |
|
|
2021
Q4 | $216K | Buy |
+1,037
| New | +$216K | 0.11% | 86 |
|