Elk River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,198
| Closed | -$2.19M | – | 105 |
|
|
2023
Q2 | $2.19M | Sell |
19,198
-1,679
| -8% | -$191K | 0.47% | 44 |
|
|
2023
Q1 | $2.79M | Buy |
20,877
+4,418
| +27% | +$591K | 0.63% | 43 |
|
|
2022
Q4 | $2.23M | Sell |
16,459
-1,857
| -10% | -$252K | 0.54% | 44 |
|
|
2022
Q3 | $2.65M | Buy |
18,316
+626
| +4% | +$90.5K | 0.7% | 41 |
|
|
2022
Q2 | $2.98M | Buy |
17,690
+32
| +0.2% | +$5.39K | 0.75% | 42 |
|
|
2022
Q1 | $3.26M | Buy |
17,658
+842
| +5% | +$155K | 0.71% | 46 |
|
|
2021
Q4 | $3.51M | Buy |
16,816
+85
| +0.5% | +$17.7K | 0.79% | 42 |
|
|
2021
Q3 | $2.9M | Buy |
16,731
+1,531
| +10% | +$265K | 0.73% | 45 |
|
|
2021
Q2 | $2.97M | Buy |
15,200
+137
| +0.9% | +$26.7K | 0.77% | 45 |
|
|
2021
Q1 | $2.59M | Buy |
15,063
+975
| +7% | +$168K | 0.74% | 46 |
|
|
2020
Q4 | $2.24M | Buy |
+14,088
| New | +$2.24M | 0.74% | 48 |
|