Gideon Capital Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,839
| Closed | -$1.92M | – | 277 |
|
|
2019
Q3 | $1.92M | Buy |
13,839
+5,473
| +65% | +$761K | 0.63% | 49 |
|
|
2019
Q2 | $1.09M | Buy |
+8,366
| New | +$1.09M | 0.38% | 100 |
|
|
2018
Q2 | – | Sell |
-9,014
| Closed | -$988K | – | 376 |
|
|
2018
Q1 | $988K | Buy |
+9,014
| New | +$988K | 0.61% | 20 |
|
|
2017
Q2 | – | Sell |
-4,110
| Closed | -$388K | – | 269 |
|
|
2017
Q1 | $388K | Buy |
+4,110
| New | +$388K | 0.23% | 165 |
|
|
2016
Q2 | – | Sell |
-16,477
| Closed | -$1.43M | – | 203 |
|
|
2016
Q1 | $1.43M | Buy |
16,477
+11,052
| +204% | +$956K | 1.78% | 10 |
|
|
2015
Q4 | $469K | Buy |
+5,425
| New | +$469K | 0.34% | 108 |
|
|
2015
Q3 | – | Sell |
-15,450
| Closed | -$1.24M | – | 233 |
|
|
2015
Q2 | $1.24M | Buy |
15,450
+4,409
| +40% | +$354K | 0.51% | 74 |
|
|
2015
Q1 | $911K | Buy |
+11,041
| New | +$911K | 0.37% | 98 |
|
|
2014
Q3 | – | Sell |
-15,749
| Closed | -$1.17M | – | 279 |
|
|
2014
Q2 | $1.17M | Buy |
15,749
+12,430
| +375% | +$923K | 0.42% | 81 |
|
|
2014
Q1 | $245K | Sell |
3,319
-17,678
| -84% | -$1.3M | 0.14% | 172 |
|
|
2013
Q4 | $1.54M | Buy |
+20,997
| New | +$1.54M | 0.91% | 26 |
|