Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-147
| Closed | -$15.6K | – | 130 |
|
|
2024
Q1 | $15.6K | Buy |
147
+134
| +1,031% | +$14.2K | ﹤0.01% | 218 |
|
|
2023
Q4 | $1.76K | Sell |
13
-121
| -90% | -$16.4K | ﹤0.01% | 253 |
|
|
2023
Q3 | $12.3K | Sell |
134
-7
| -5% | -$643 | ﹤0.01% | 216 |
|
|
2023
Q2 | $16.1K | Sell |
141
-14
| -9% | -$1.6K | ﹤0.01% | 191 |
|
|
2023
Q1 | $20.8K | Buy |
155
+142
| +1,092% | +$19K | ﹤0.01% | 172 |
|
|
2022
Q4 | $1.76K | Buy |
13
+2
| +18% | +$271 | ﹤0.01% | 253 |
|
|
2022
Q3 | $1.59K | Hold |
11
| – | – | ﹤0.01% | 240 |
|
|
2022
Q2 | $1.85K | Buy |
+11
| New | +$1.85K | ﹤0.01% | 243 |
|