EWM
Evercore Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,309
| Closed | -$377K | – | 410 |
|
|
2023
Q2 | $377K | Sell |
3,309
-444
| -12% | -$50.6K | 0.01% | 306 |
|
|
2023
Q1 | $502K | Sell |
3,753
-141
| -4% | -$18.9K | 0.01% | 275 |
|
|
2022
Q4 | $528K | Sell |
3,894
-137
| -3% | -$18.6K | 0.01% | 261 |
|
|
2022
Q3 | $583K | Hold |
4,031
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $679K | Sell |
4,031
-183
| -4% | -$30.8K | 0.01% | 243 |
|
|
2022
Q1 | $778K | Sell |
4,214
-150
| -3% | -$27.7K | 0.01% | 249 |
|
|
2021
Q4 | $911K | Hold |
4,364
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $757K | Hold |
4,364
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $851K | Sell |
4,364
-109
| -2% | -$21.3K | 0.02% | 244 |
|
|
2021
Q1 | $770K | Buy |
4,473
+372
| +9% | +$64K | 0.02% | 247 |
|
|
2020
Q4 | $653K | Sell |
4,101
-17
| -0.4% | -$2.71K | 0.01% | 255 |
|
|
2020
Q3 | $685K | Sell |
4,118
-2,367
| -36% | -$394K | 0.02% | 234 |
|
|
2020
Q2 | $1.09M | Sell |
6,485
-485
| -7% | -$81.2K | 0.03% | 183 |
|
|
2020
Q1 | $1.01M | Sell |
6,970
-2,755
| -28% | -$398K | 0.03% | 178 |
|
|
2019
Q4 | $1.38M | Buy |
9,725
+524
| +6% | +$74.5K | 0.04% | 185 |
|
|
2019
Q3 | $1.28M | Sell |
9,201
-986
| -10% | -$137K | 0.04% | 179 |
|
|
2019
Q2 | $1.33M | Buy |
10,187
+4,368
| +75% | +$569K | 0.04% | 175 |
|
|
2019
Q1 | $745K | Sell |
5,819
-551
| -9% | -$70.5K | 0.02% | 229 |
|
|
2018
Q4 | $692K | Sell |
6,370
-165
| -3% | -$17.9K | 0.03% | 217 |
|
|
2018
Q3 | $728K | Buy |
6,535
+1,489
| +30% | +$166K | 0.02% | 237 |
|
|
2018
Q2 | $544K | Buy |
5,046
+991
| +24% | +$107K | 0.02% | 260 |
|
|
2018
Q1 | $445K | Sell |
4,055
-320
| -7% | -$35.1K | 0.02% | 258 |
|
|
2017
Q4 | $486K | Sell |
4,375
-189
| -4% | -$21K | 0.02% | 259 |
|
|
2017
Q3 | $456K | Sell |
4,564
-115
| -2% | -$11.5K | 0.02% | 265 |
|
|
2017
Q2 | $469K | Sell |
4,679
-4,490
| -49% | -$450K | 0.02% | 265 |
|
|
2017
Q1 | $866K | Buy |
9,169
+78
| +0.9% | +$7.37K | 0.03% | 196 |
|
|
2016
Q4 | $788K | Buy |
9,091
+5,752
| +172% | +$499K | 0.03% | 203 |
|
|
2016
Q3 | $315K | Buy |
3,339
+494
| +17% | +$46.6K | 0.01% | 305 |
|
|
2016
Q2 | $289K | Buy |
2,845
+991
| +53% | +$101K | 0.01% | 305 |
|
|
2016
Q1 | $160K | Hold |
1,854
| – | – | 0.01% | 393 |
|
|
2015
Q4 | $160K | Buy |
1,854
+545
| +42% | +$47K | 0.01% | 409 |
|
|
2015
Q3 | $103K | Hold |
1,309
| – | – | ﹤0.01% | 479 |
|
|
2015
Q2 | $105K | Sell |
1,309
-291
| -18% | -$23.3K | ﹤0.01% | 510 |
|
|
2015
Q1 | $132K | Hold |
1,600
| – | – | 0.01% | 481 |
|
|
2014
Q4 | $126K | Hold |
1,600
| – | – | 0.01% | 424 |
|
|
2014
Q3 | $129K | Hold |
1,600
| – | – | 0.01% | 471 |
|
|
2014
Q2 | $119K | Hold |
1,600
| – | – | 0.01% | 482 |
|
|
2014
Q1 | $118K | Sell |
1,600
-200
| -11% | -$14.8K | 0.01% | 459 |
|
|
2013
Q4 | $132K | Sell |
1,800
-106
| -6% | -$7.77K | 0.01% | 417 |
|
|
2013
Q3 | $139K | Buy |
1,906
+106
| +6% | +$7.73K | 0.01% | 433 |
|
|
2013
Q2 | $130K | Buy |
+1,800
| New | +$130K | 0.01% | 452 |
|