FAS Wealth Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9,650
| Closed | -$888K | – | 434 |
|
2023
Q3 | $888K | Buy |
9,650
+646
| +7% | +$59.5K | 0.09% | 145 |
|
2023
Q2 | $1.03M | Buy |
9,004
+1,055
| +13% | +$120K | 0.13% | 129 |
|
2023
Q1 | $1.06M | Sell |
7,949
-166
| -2% | -$22.2K | 0.12% | 140 |
|
2022
Q4 | $1.1M | Buy |
8,115
+1,596
| +24% | +$216K | 0.12% | 135 |
|
2022
Q3 | $942K | Buy |
6,519
+1,413
| +28% | +$204K | 0.1% | 135 |
|
2022
Q2 | $860K | Buy |
5,106
+717
| +16% | +$121K | 0.09% | 142 |
|
2022
Q1 | $810K | Buy |
4,389
+1,548
| +54% | +$286K | 0.08% | 157 |
|
2021
Q4 | $593K | Buy |
2,841
+1,648
| +138% | +$344K | 0.05% | 179 |
|
2021
Q3 | $207K | Buy |
+1,193
| New | +$207K | 0.02% | 278 |
|