Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,108
| Closed | -$883K | – | 28 |
|
|
2022
Q3 | $883K | Buy |
6,108
+353
| +6% | +$51K | 0.2% | 42 |
|
|
2022
Q2 | $969K | Buy |
5,755
+429
| +8% | +$72.2K | 0.2% | 42 |
|
|
2022
Q1 | $983K | Buy |
5,326
+1,192
| +29% | +$220K | 0.18% | 44 |
|
|
2021
Q4 | $863K | Buy |
4,134
+128
| +3% | +$26.7K | 0.01% | 47 |
|
|
2021
Q3 | $694K | Sell |
4,006
-118
| -3% | -$20.4K | 0.14% | 53 |
|
|
2021
Q2 | $805K | Buy |
4,124
+588
| +17% | +$115K | 0.18% | 53 |
|
|
2021
Q1 | $609K | Buy |
3,536
+1,304
| +58% | +$225K | 0.15% | 61 |
|
|
2020
Q4 | $355K | Buy |
+2,232
| New | +$355K | 0.09% | 82 |
|