Diversified Portfolios Inc’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$251K | – | 117 |
|
|
2023
Q2 | $251K | Hold |
2,200
| – | – | 0.05% | 112 |
|
|
2023
Q1 | $294K | Hold |
2,200
| – | – | 0.07% | 114 |
|
|
2022
Q4 | $298K | Hold |
2,200
| – | – | 0.07% | 115 |
|
|
2022
Q3 | $318K | Hold |
2,200
| – | – | 0.09% | 106 |
|
|
2022
Q2 | $370K | Hold |
2,200
| – | – | 0.1% | 95 |
|
|
2022
Q1 | $406K | Hold |
2,200
| – | – | 0.1% | 97 |
|
|
2021
Q4 | $459K | Sell |
2,200
-136
| -6% | -$28.4K | 0.11% | 90 |
|
|
2021
Q3 | $405K | Hold |
2,336
| – | – | 0.11% | 85 |
|
|
2021
Q2 | $456K | Buy |
+2,336
| New | +$456K | 0.17% | 66 |
|