Fortis Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-500
| Closed | -$66.9K | – | 118 |
|
2023
Q1 | $66.9K | Hold |
500
| – | – | 0.04% | 146 |
|
2022
Q4 | $67.8K | Hold |
500
| – | – | 0.05% | 142 |
|
2022
Q3 | $72K | Hold |
500
| – | – | 0.05% | 141 |
|
2022
Q2 | $84K | Hold |
500
| – | – | 0.06% | 142 |
|
2022
Q1 | $92K | Hold |
500
| – | – | 0.05% | 165 |
|
2021
Q4 | $104K | Hold |
500
| – | – | 0.06% | 138 |
|
2021
Q3 | $87K | Hold |
500
| – | – | 0.05% | 150 |
|
2021
Q2 | $98K | Hold |
500
| – | – | 0.06% | 142 |
|
2021
Q1 | $86K | Hold |
500
| – | – | 0.06% | 116 |
|
2020
Q4 | $80K | Hold |
500
| – | – | 0.07% | 90 |
|
2020
Q3 | $83K | Sell |
500
-250
| -33% | -$41.5K | 0.08% | 81 |
|
2020
Q2 | $126K | Hold |
750
| – | – | 0.12% | 73 |
|
2020
Q1 | $108K | Hold |
750
| – | – | 0.07% | 139 |
|
2019
Q4 | $107K | Hold |
750
| – | – | 0.06% | 173 |
|
2019
Q3 | $104K | Hold |
750
| – | – | 0.05% | 177 |
|
2019
Q2 | $98K | Hold |
750
| – | – | 0.05% | 180 |
|
2019
Q1 | $96K | Hold |
750
| – | – | 0.05% | 177 |
|
2018
Q4 | $81K | Hold |
750
| – | – | 0.05% | 180 |
|
2018
Q3 | $83K | Hold |
750
| – | – | 0.05% | 170 |
|
2018
Q2 | $81K | Hold |
750
| – | – | 0.05% | 170 |
|
2018
Q1 | $82K | Buy |
750
+250
| +50% | +$27.3K | 0.05% | 153 |
|
2017
Q4 | $56K | Hold |
500
| – | – | 0.03% | 172 |
|
2017
Q3 | $50K | Buy |
+500
| New | +$50K | 0.03% | 171 |
|