Evoke Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,030
| Closed | -$209K | – | 655 |
|
|
2025
Q2 | $209K | Buy |
+2,030
| New | +$205K | ﹤0.01% | 554 |
|
|
2024
Q2 | – | Sell |
-8,545
| Closed | -$904K | – | 146 |
|
|
2024
Q1 | $904K | Buy |
+8,545
| New | +$930K | 0.03% | 185 |
|
|
2023
Q4 | – | Sell |
-25,156
| Closed | -$2.32M | – | 134 |
|
|
2023
Q3 | $2.32M | Buy |
25,156
+32
| +0.1% | +$3.31K | 0.08% | 108 |
|
|
2023
Q2 | $2.86M | Sell |
25,124
-4,156
| -14% | -$495K | 0.1% | 95 |
|
|
2023
Q1 | $3.92M | Sell |
29,280
-4,100
| -12% | -$567K | 0.14% | 72 |
|
|
2022
Q4 | $4.53M | Sell |
33,380
-10,442
| -24% | -$1.41M | 0.16% | 67 |
|
|
2022
Q3 | $6.33M | Sell |
43,822
-6,545
| -13% | -$1.12M | 0.26% | 46 |
|
|
2022
Q2 | $8.48M | Buy |
50,367
+2,252
| +5% | +$410K | 0.31% | 41 |
|
|
2022
Q1 | $8.88M | Buy |
48,115
+9,259
| +24% | +$1.65M | 0.29% | 45 |
|
|
2021
Q4 | $8.11M | Buy |
38,856
+7,798
| +25% | +$1.44M | 0.26% | 48 |
|
|
2021
Q3 | $5.38M | Sell |
31,058
-442
| -1% | -$85.4K | 0.2% | 66 |
|
|
2021
Q2 | $6.15M | Buy |
31,500
+892
| +3% | +$167K | 0.23% | 56 |
|
|
2021
Q1 | $5.27M | Buy |
30,608
+30,343
| +11,450% | +$4.86M | 0.24% | 59 |
|
|
2020
Q4 | $42K | Buy |
265
+6
| +2% | +$973 | ﹤0.01% | 392 |
|
|
2020
Q3 | $43K | Buy |
259
+105
| +68% | +$17.3K | ﹤0.01% | 380 |
|
|
2020
Q2 | $26K | Sell |
154
-484
| -76% | -$78K | ﹤0.01% | 433 |
|
|
2020
Q1 | $92.2K | Sell |
638
-860
| -57% | -$128K | 0.01% | 268 |
|
|
2019
Q4 | $213K | Buy |
1,498
+298
| +25% | +$40.7K | 0.03% | 215 |
|
|
2019
Q3 | $167K | Buy |
+1,200
| New | +$166K | 0.02% | 289 |
|
Other funds holding CCI
