DA
Doliver Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,852
| Closed | -$376K | – | 155 |
|
|
2024
Q2 | $376K | Sell |
3,852
-4,738
| -55% | -$463K | 0.11% | 107 |
|
|
2024
Q1 | $909K | Sell |
8,590
-1,215
| -12% | -$129K | 0.26% | 65 |
|
|
2023
Q4 | $1.13M | Sell |
9,805
-200
| -2% | -$23K | 0.35% | 56 |
|
|
2023
Q3 | $921K | Buy |
10,005
+5,660
| +130% | +$521K | 0.28% | 61 |
|
|
2023
Q2 | $495K | Buy |
4,345
+2,246
| +107% | +$256K | 0.15% | 99 |
|
|
2023
Q1 | $281K | Sell |
2,099
-222
| -10% | -$29.7K | 0.09% | 134 |
|
|
2022
Q4 | $315K | Buy |
2,321
+646
| +39% | +$87.6K | 0.1% | 114 |
|
|
2022
Q3 | $242K | Sell |
1,675
-2,100
| -56% | -$303K | 0.09% | 127 |
|
|
2022
Q2 | $636K | Buy |
3,775
+542
| +17% | +$91.3K | 0.23% | 73 |
|
|
2022
Q1 | $597K | Buy |
3,233
+2,083
| +181% | +$385K | 0.19% | 84 |
|
|
2021
Q4 | $207K | Buy |
+1,150
| New | +$207K | 0.06% | 144 |
|
|
2021
Q3 | – | Sell |
-1,150
| Closed | -$224K | – | 168 |
|
|
2021
Q2 | $224K | Sell |
1,150
-590
| -34% | -$115K | 0.07% | 131 |
|
|
2021
Q1 | $300K | Buy |
1,740
+250
| +17% | +$43.1K | 0.11% | 104 |
|
|
2020
Q4 | $237K | Buy |
1,490
+167
| +13% | +$26.6K | 0.1% | 113 |
|
|
2020
Q3 | $220K | Hold |
1,323
| – | – | 0.11% | 129 |
|
|
2020
Q2 | $221K | Sell |
1,323
-127
| -9% | -$21.2K | 0.1% | 121 |
|
|
2020
Q1 | $238K | Buy |
+1,450
| New | +$238K | 0.12% | 99 |
|
|
2019
Q2 | – | Sell |
-2,001
| Closed | -$256K | – | 149 |
|
|
2019
Q1 | $256K | Buy |
+2,001
| New | +$256K | 0.1% | 78 |
|