Doyle 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
Q2 | – | Sell |
-1,086
| Closed | -$200K | – | 213 |
|
|
2022
Q1 | $200K | Buy |
1,086
+1
| +0.1% | +$184 | 0.01% | 234 |
|
|
2021
Q4 | $227K | Buy |
+1,085
| New | +$227K | 0.02% | 214 |
|
|
2021
Q3 | – | Sell |
-1,084
| Closed | -$211K | – | 225 |
|
|
2021
Q2 | $211K | Buy |
+1,084
| New | +$211K | 0.02% | 214 |
|
|
2019
Q3 | – | Sell |
-371
| Closed | -$48K | – | 282 |
|
|
2019
Q2 | $48K | Buy |
+371
| New | +$48K | 0.01% | 372 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$33K | – | 271 |
|
|
2018
Q4 | $33K | Buy |
+300
| New | +$33K | 0.01% | 431 |
|