Gitterman 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
Q3 | – | Sell |
-1,151
| Closed | -$201K | – | 74 |
|
|
2022
Q2 | $201K | Sell |
1,151
-78
| -6% | -$13.6K | 0.19% | 64 |
|
|
2022
Q1 | $231K | Sell |
1,229
-582
| -32% | -$109K | 0.19% | 74 |
|
|
2021
Q4 | $378K | Buy |
+1,811
| New | +$378K | 0.28% | 43 |
|
|
2021
Q3 | – | Sell |
-1,043
| Closed | -$204K | – | 80 |
|
|
2021
Q2 | $204K | Sell |
1,043
-220
| -17% | -$43K | 0.17% | 66 |
|
|
2021
Q1 | $217K | Buy |
+1,263
| New | +$217K | 0.14% | 57 |
|