Fortitude Advisory Group’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 |
-2,984
| Closed | -$316K | – | 202 |
|
2024
Q1 | $316K | Sell |
2,984
-59
| -2% | -$6.24K | 0.18% | 123 |
|
2023
Q4 | $351K | Sell |
3,043
-149
| -5% | -$17.2K | 0.21% | 107 |
|
2023
Q3 | $294K | Buy |
3,192
+522
| +20% | +$48K | 0.2% | 117 |
|
2023
Q2 | $304K | Buy |
2,670
+12
| +0.5% | +$1.37K | 0.22% | 110 |
|
2023
Q1 | $356K | Buy |
2,658
+270
| +11% | +$36.1K | 0.28% | 97 |
|
2022
Q4 | $324K | Buy |
2,388
+586
| +33% | +$79.5K | 0.28% | 103 |
|
2022
Q3 | $260K | Buy |
1,802
+9
| +0.5% | +$1.3K | 0.25% | 111 |
|
2022
Q2 | $302K | Buy |
1,793
+147
| +9% | +$24.8K | 0.28% | 94 |
|
2022
Q1 | $304K | Buy |
1,646
+96
| +6% | +$17.7K | 0.16% | 114 |
|
2021
Q4 | $324K | Buy |
+1,550
| New | +$324K | 0.16% | 115 |
|