DBIA
Dumont & Blake Investment Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,613
| Closed | -$594K | – | 200 |
|
|
2024
Q1 | $594K | Buy |
5,613
+65
| +1% | +$6.88K | 0.17% | 127 |
|
|
2023
Q4 | $639K | Sell |
5,548
-140
| -2% | -$16.1K | 0.2% | 118 |
|
|
2023
Q3 | $523K | Sell |
5,688
-10
| -0.2% | -$919 | 0.18% | 125 |
|
|
2023
Q2 | $649K | Buy |
5,698
+1
| +0% | +$114 | 0.21% | 112 |
|
|
2023
Q1 | $762K | Sell |
5,697
-25
| -0.4% | -$3.34K | 0.26% | 99 |
|
|
2022
Q4 | $776K | Sell |
5,722
-22
| -0.4% | -$2.98K | 0.27% | 96 |
|
|
2022
Q3 | $830K | Sell |
5,744
-31
| -0.5% | -$4.48K | 0.31% | 84 |
|
|
2022
Q2 | $972K | Buy |
5,775
+5
| +0.1% | +$842 | 0.32% | 86 |
|
|
2022
Q1 | $1.07M | Buy |
5,770
+20
| +0.3% | +$3.69K | 0.29% | 90 |
|
|
2021
Q4 | $1.2M | Sell |
5,750
-23
| -0.4% | -$4.8K | 0.31% | 89 |
|
|
2021
Q3 | $1M | Sell |
5,773
-75
| -1% | -$13K | 0.29% | 94 |
|
|
2021
Q2 | $1.14M | Buy |
5,848
+10
| +0.2% | +$1.95K | 0.32% | 88 |
|
|
2021
Q1 | $1.01M | Buy |
5,838
+180
| +3% | +$31K | 0.31% | 90 |
|
|
2020
Q4 | $901K | Sell |
5,658
-158
| -3% | -$25.2K | 0.31% | 92 |
|
|
2020
Q3 | $968K | Buy |
5,816
+135
| +2% | +$22.5K | 0.37% | 77 |
|
|
2020
Q2 | $951K | Sell |
5,681
-50
| -0.9% | -$8.37K | 0.4% | 72 |
|
|
2020
Q1 | $828K | Buy |
5,731
+56
| +1% | +$8.09K | 0.42% | 71 |
|
|
2019
Q4 | $807K | Buy |
5,675
+35
| +0.6% | +$4.98K | 0.32% | 90 |
|
|
2019
Q3 | $784K | Sell |
5,640
-45
| -0.8% | -$6.26K | 0.33% | 94 |
|
|
2019
Q2 | $741K | Hold |
5,685
| – | – | 0.31% | 97 |
|
|
2019
Q1 | $728K | Buy |
+5,685
| New | +$728K | 0.31% | 99 |
|