Financial Architects (New Jersey)’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,005
| Closed | -$210K | – | 336 |
|
|
2021
Q4 | $210K | Buy |
+1,005
| New | +$210K | 0.03% | 324 |
|
|
2020
Q3 | – | Sell |
-1,205
| Closed | -$202K | – | 346 |
|
|
2020
Q2 | $202K | Sell |
1,205
-82
| -6% | -$13.7K | 0.05% | 241 |
|
|
2020
Q1 | $186K | Sell |
1,287
-9
| -0.7% | -$1.3K | 0.05% | 224 |
|
|
2019
Q4 | $184K | Buy |
1,296
+54
| +4% | +$7.67K | 0.04% | 250 |
|
|
2019
Q3 | $173K | Buy |
1,242
+18
| +1% | +$2.51K | 0.04% | 247 |
|
|
2019
Q2 | $160K | Sell |
1,224
-283
| -19% | -$37K | 0.03% | 269 |
|
|
2019
Q1 | $193K | Sell |
1,507
-136
| -8% | -$17.4K | 0.03% | 282 |
|
|
2018
Q4 | $179K | Buy |
1,643
+13
| +0.8% | +$1.42K | 0.03% | 267 |
|
|
2018
Q3 | $182K | Sell |
1,630
-151
| -8% | -$16.9K | 0.03% | 292 |
|
|
2018
Q2 | $192K | Sell |
1,781
-331
| -16% | -$35.7K | 0.03% | 284 |
|
|
2018
Q1 | $232K | Sell |
2,112
-201
| -9% | -$22.1K | 0.05% | 262 |
|
|
2017
Q4 | $257K | Buy |
2,313
+57
| +3% | +$6.33K | 0.04% | 261 |
|
|
2017
Q3 | $226K | Buy |
2,256
+181
| +9% | +$18.1K | 0.04% | 280 |
|
|
2017
Q2 | $208K | Sell |
2,075
-16
| -0.8% | -$1.6K | 0.04% | 278 |
|
|
2017
Q1 | $198K | Buy |
2,091
+392
| +23% | +$37.1K | 0.04% | 281 |
|
|
2016
Q4 | $147K | Sell |
1,699
-745
| -30% | -$64.5K | 0.03% | 307 |
|
|
2016
Q3 | $230K | Buy |
2,444
+499
| +26% | +$47K | 0.06% | 231 |
|
|
2016
Q2 | $198K | Buy |
1,945
+1,386
| +248% | +$141K | 0.06% | 251 |
|
|
2016
Q1 | $48K | Buy |
+559
| New | +$48K | 0.02% | 404 |
|
|
2015
Q3 | – | Sell |
-1,027
| Closed | -$82K | – | 312 |
|
|
2015
Q2 | $82K | Hold |
1,027
| – | – | 0.03% | 334 |
|
|
2015
Q1 | $85K | Buy |
1,027
+508
| +98% | +$42K | 0.03% | 313 |
|
|
2014
Q4 | $41K | Buy |
+519
| New | +$41K | 0.02% | 375 |
|