EverSource Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
2,539
+969
| +62% | +$99.5K | 0.01% | 738 |
|
|
2025
Q1 | $164K | Sell |
1,570
-1,261
| -45% | -$131K | 0.01% | 731 |
|
|
2024
Q4 | $257K | Buy |
2,831
+1,294
| +84% | +$117K | 0.01% | 558 |
|
|
2024
Q3 | $182K | Buy |
1,537
+286
| +23% | +$33.9K | 0.01% | 591 |
|
|
2024
Q2 | $138K | Buy |
1,251
+301
| +32% | +$33.1K | 0.01% | 687 |
|
|
2024
Q1 | $89.1K | Buy |
950
+108
| +13% | +$10.1K | 0.01% | 753 |
|
|
2023
Q4 | $97K | Buy |
842
+342
| +68% | +$39.4K | 0.01% | 647 |
|
|
2023
Q3 | $46K | Sell |
500
-1,375
| -73% | -$126K | ﹤0.01% | 842 |
|
|
2023
Q2 | $214K | Sell |
1,875
-126
| -6% | -$14.4K | 0.02% | 384 |
|
|
2023
Q1 | $268K | Buy |
2,001
+51
| +3% | +$6.82K | 0.03% | 322 |
|
|
2022
Q4 | $264K | Sell |
1,950
-304
| -13% | -$41.2K | 0.04% | 307 |
|
|
2022
Q3 | $325K | Sell |
2,254
-366
| -14% | -$52.8K | 0.07% | 230 |
|
|
2022
Q2 | $442K | Buy |
2,620
+280
| +12% | +$47.2K | 0.11% | 165 |
|
|
2022
Q1 | $433K | Buy |
2,340
+1,460
| +166% | +$270K | 0.11% | 169 |
|
|
2021
Q4 | $183K | Buy |
+880
| New | +$183K | 0.05% | 233 |
|