DAS
Dynamic Advisor Solutions’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
3,775
-75
| -2% | -$7.7K | 0.01% | 667 |
|
|
2025
Q1 | $401K | Sell |
3,850
-492
| -11% | -$51.3K | 0.01% | 634 |
|
|
2024
Q4 | $394K | Sell |
4,342
-6,609
| -60% | -$600K | 0.02% | 474 |
|
|
2024
Q3 | $1.3M | Sell |
10,951
-513
| -4% | -$60.9K | 0.04% | 390 |
|
|
2024
Q2 | $1.12M | Sell |
11,464
-3,998
| -26% | -$391K | 0.04% | 433 |
|
|
2024
Q1 | $1.64M | Sell |
15,462
-21,501
| -58% | -$2.28M | 0.06% | 336 |
|
|
2023
Q4 | $4.21M | Buy |
36,963
+16,687
| +82% | +$1.9M | 0.16% | 178 |
|
|
2023
Q3 | $1.87M | Buy |
20,276
+2,377
| +13% | +$219K | 0.09% | 245 |
|
|
2023
Q2 | $2.04M | Buy |
17,899
+1,057
| +6% | +$120K | 0.11% | 217 |
|
|
2023
Q1 | $2.25M | Sell |
16,842
-886
| -5% | -$119K | 0.13% | 199 |
|
|
2022
Q4 | $2.4M | Buy |
17,728
+1,472
| +9% | +$200K | 0.16% | 151 |
|
|
2022
Q3 | $2.35M | Buy |
16,256
+276
| +2% | +$39.9K | 0.18% | 136 |
|
|
2022
Q2 | $2.69M | Buy |
15,980
+4,214
| +36% | +$710K | 0.21% | 114 |
|
|
2022
Q1 | $2.17M | Buy |
11,766
+555
| +5% | +$102K | 0.15% | 153 |
|
|
2021
Q4 | $2.34M | Sell |
11,211
-12
| -0.1% | -$2.51K | 0.17% | 143 |
|
|
2021
Q3 | $1.95M | Buy |
11,223
+749
| +7% | +$130K | 0.15% | 171 |
|
|
2021
Q2 | $2.04M | Sell |
10,474
-430
| -4% | -$83.9K | 0.16% | 156 |
|
|
2021
Q1 | $1.88M | Buy |
10,904
+974
| +10% | +$168K | 0.17% | 147 |
|
|
2020
Q4 | $1.58M | Sell |
9,930
-737
| -7% | -$117K | 0.15% | 166 |
|
|
2020
Q3 | $1.78M | Sell |
10,667
-513
| -5% | -$85.4K | 0.2% | 133 |
|
|
2020
Q2 | $1.87M | Buy |
11,180
+1,263
| +13% | +$211K | 0.25% | 109 |
|
|
2020
Q1 | $1.43M | Sell |
9,917
-25
| -0.3% | -$3.61K | 0.26% | 111 |
|
|
2019
Q4 | $1.41M | Buy |
9,942
+333
| +3% | +$47.3K | 0.19% | 139 |
|
|
2019
Q3 | $1.34M | Buy |
9,609
+97
| +1% | +$13.5K | 0.21% | 128 |
|
|
2019
Q2 | $1.24M | Buy |
9,512
+6,830
| +255% | +$890K | 0.2% | 129 |
|
|
2019
Q1 | $343K | Buy |
2,682
+46
| +2% | +$5.88K | 0.06% | 279 |
|
|
2018
Q4 | $300K | Buy |
2,636
+201
| +8% | +$22.9K | 0.06% | 285 |
|
|
2018
Q3 | $271K | Buy |
2,435
+2
| +0.1% | +$223 | 0.06% | 327 |
|
|
2018
Q2 | $262K | Hold |
2,433
| – | – | 0.06% | 322 |
|
|
2018
Q1 | $267K | Buy |
2,433
+117
| +5% | +$12.8K | 0.07% | 274 |
|
|
2017
Q4 | $257K | Buy |
2,316
+8
| +0.3% | +$888 | 0.08% | 210 |
|
|
2017
Q3 | $231K | Buy |
2,308
+7
| +0.3% | +$701 | 0.09% | 201 |
|
|
2017
Q2 | $231K | Sell |
2,301
-41,079
| -95% | -$4.12M | 0.09% | 198 |
|
|
2017
Q1 | $4.1M | Buy |
+43,380
| New | +$4.1M | 1.6% | 14 |
|
|
2016
Q3 | – | Sell |
-20,420
| Closed | -$2.07M | – | 227 |
|
|
2016
Q2 | $2.07M | Buy |
20,420
+2,128
| +12% | +$216K | 0.84% | 33 |
|
|
2016
Q1 | $1.58M | Sell |
18,292
-1,458
| -7% | -$126K | 0.67% | 44 |
|
|
2015
Q4 | $1.71M | Buy |
+19,750
| New | +$1.71M | 0.71% | 43 |
|