Focused Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-79
| Closed | -$9.05K | – | 285 |
|
|
2023
Q4 | $9.05K | Buy |
79
+2
| +3% | +$229 | ﹤0.01% | 558 |
|
|
2023
Q3 | $7.11K | Hold |
77
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $8.8K | Buy |
77
+1
| +1% | +$114 | ﹤0.01% | 540 |
|
|
2023
Q1 | $10.2K | Buy |
76
+1
| +1% | +$134 | ﹤0.01% | 527 |
|
|
2022
Q4 | $10.2K | Buy |
75
+1
| +1% | +$136 | ﹤0.01% | 508 |
|
|
2022
Q3 | $11K | Hold |
74
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $12K | Buy |
74
+1
| +1% | +$162 | ﹤0.01% | 463 |
|
|
2022
Q1 | $13K | Sell |
73
-524
| -88% | -$93.3K | ﹤0.01% | 485 |
|
|
2021
Q4 | $125K | Sell |
597
-300
| -33% | -$62.8K | 0.02% | 253 |
|
|
2021
Q3 | $155K | Buy |
897
+1
| +0.1% | +$173 | 0.03% | 202 |
|
|
2021
Q2 | $175K | Hold |
896
| – | – | 0.03% | 189 |
|
|
2021
Q1 | $154K | Buy |
896
+826
| +1,180% | +$142K | 0.03% | 201 |
|
|
2020
Q4 | $11K | Hold |
70
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $12K | Buy |
70
+1
| +1% | +$171 | ﹤0.01% | 468 |
|
|
2020
Q2 | $12K | Buy |
69
+1
| +1% | +$174 | ﹤0.01% | 448 |
|
|
2020
Q1 | $10K | Hold |
68
| – | – | ﹤0.01% | 447 |
|
|
2019
Q4 | $10K | Buy |
68
+1
| +1% | +$147 | ﹤0.01% | 481 |
|
|
2019
Q3 | $9K | Hold |
67
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $9K | Buy |
67
+41
| +158% | +$5.51K | ﹤0.01% | 502 |
|
|
2019
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 571 |
|
|
2018
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 559 |
|
|
2018
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 533 |
|
|
2018
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 536 |
|
|
2018
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 572 |
|
|
2017
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 570 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$3K | – | 639 |
|
|
2017
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 587 |
|