Evolution Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-427
| Closed | -$74K | – | 235 |
|
|
2021
Q3 | $74K | Hold |
427
| – | – | 0.02% | 169 |
|
|
2021
Q2 | $83K | Hold |
427
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $73K | Hold |
427
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $68K | Buy |
427
+360
| +537% | +$57.3K | 0.02% | 162 |
|
|
2020
Q3 | $11K | Hold |
67
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $11K | Buy |
+67
| New | +$11K | ﹤0.01% | 271 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$8K | – | 363 |
|
|
2019
Q4 | $8K | Buy |
56
+4
| +8% | +$571 | ﹤0.01% | 328 |
|
|
2019
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 225 |
|
|
2019
Q2 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 204 |
|