Glassman Wealth Services’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-635
| Closed | -$73.1K | – | 488 |
|
|
2023
Q4 | $73.1K | Buy |
635
+197
| +45% | +$22.7K | 0.01% | 361 |
|
|
2023
Q3 | $40.3K | Buy |
438
+92
| +27% | +$8.47K | 0.01% | 471 |
|
|
2023
Q2 | $39.4K | Sell |
346
-23
| -6% | -$2.62K | 0.01% | 460 |
|
|
2023
Q1 | $49.4K | Sell |
369
-183
| -33% | -$24.5K | 0.01% | 411 |
|
|
2022
Q4 | $74.9K | Buy |
552
+58
| +12% | +$7.87K | 0.01% | 322 |
|
|
2022
Q3 | $71K | Sell |
494
-18
| -4% | -$2.59K | 0.02% | 311 |
|
|
2022
Q2 | $86K | Buy |
512
+92
| +22% | +$15.5K | 0.02% | 278 |
|
|
2022
Q1 | $78K | Buy |
420
+27
| +7% | +$5.01K | 0.01% | 303 |
|
|
2021
Q4 | $82K | Buy |
393
+74
| +23% | +$15.4K | 0.02% | 278 |
|
|
2021
Q3 | $55K | Buy |
319
+40
| +14% | +$6.9K | 0.01% | 340 |
|
|
2021
Q2 | $54K | Buy |
279
+28
| +11% | +$5.42K | 0.01% | 334 |
|
|
2021
Q1 | $43K | Sell |
251
-142
| -36% | -$24.3K | 0.01% | 352 |
|
|
2020
Q4 | $63K | Buy |
393
+198
| +102% | +$31.7K | 0.01% | 301 |
|
|
2020
Q3 | $32K | Buy |
195
+51
| +35% | +$8.37K | 0.01% | 358 |
|
|
2020
Q2 | $24K | Buy |
144
+17
| +13% | +$2.83K | 0.01% | 356 |
|
|
2020
Q1 | $18K | Buy |
127
+40
| +46% | +$5.67K | 0.01% | 357 |
|
|
2019
Q4 | $12K | Buy |
87
+11
| +14% | +$1.52K | ﹤0.01% | 449 |
|
|
2019
Q3 | $11K | Hold |
76
| – | – | ﹤0.01% | 428 |
|
|
2019
Q2 | $10K | Buy |
76
+5
| +7% | +$658 | ﹤0.01% | 452 |
|
|
2019
Q1 | $9K | Buy |
71
+40
| +129% | +$5.07K | ﹤0.01% | 456 |
|
|
2018
Q4 | $3K | Sell |
31
-23
| -43% | -$2.23K | ﹤0.01% | 479 |
|
|
2018
Q3 | $6K | Sell |
54
-8
| -13% | -$889 | ﹤0.01% | 451 |
|
|
2018
Q2 | $7K | Buy |
62
+16
| +35% | +$1.81K | ﹤0.01% | 402 |
|
|
2018
Q1 | $5K | Sell |
46
-8
| -15% | -$870 | ﹤0.01% | 421 |
|
|
2017
Q4 | $6K | Buy |
54
+43
| +391% | +$4.78K | ﹤0.01% | 369 |
|
|
2017
Q3 | $1K | Buy |
11
+3
| +38% | +$273 | ﹤0.01% | 444 |
|
|
2017
Q2 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 451 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 590 |
|
|
2016
Q4 | – | Sell |
-4
| Closed | – | – | 626 |
|
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 482 |
|