GoalVest Advisory’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 |
-4
| Closed | -$423 | – | 332 |
|
|
2024
Q1 | $423 | Hold |
4
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $461 | Sell |
4
-184
| -98% | -$21.2K | ﹤0.01% | 354 |
|
|
2023
Q3 | $17.3K | Sell |
188
-7,606
| -98% | -$700K | 0.01% | 230 |
|
|
2023
Q2 | $888K | Sell |
7,794
-1,072
| -12% | -$122K | 0.46% | 43 |
|
|
2023
Q1 | $1.19M | Buy |
8,866
+1,569
| +22% | +$210K | 0.7% | 37 |
|
|
2022
Q4 | $990K | Buy |
7,297
+935
| +15% | +$127K | 0.64% | 43 |
|
|
2022
Q3 | $920K | Buy |
6,362
+1,135
| +22% | +$164K | 0.65% | 38 |
|
|
2022
Q2 | $897K | Buy |
5,227
+5,149
| +6,601% | +$884K | 0.57% | 54 |
|
|
2022
Q1 | $14K | Buy |
+78
| New | +$14K | 0.01% | 216 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$8K | – | 180 |
|
|
2020
Q4 | $8K | Buy |
+50
| New | +$8K | 0.01% | 171 |
|