Great Valley Advisor Group’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,228
-229
| -9% | -$23.5K | 0.01% | 827 |
|
|
2025
Q1 | $256K | Buy |
+2,457
| New | +$256K | 0.01% | 772 |
|
|
2024
Q4 | – | Sell |
-3,056
| Closed | -$363K | – | 848 |
|
|
2024
Q3 | $363K | Buy |
+3,056
| New | +$363K | 0.01% | 641 |
|
|
2022
Q1 | – | Sell |
-1,156
| Closed | -$234K | – | 592 |
|
|
2021
Q4 | $234K | Hold |
1,156
| – | – | 0.01% | 544 |
|
|
2021
Q3 | $201K | Hold |
1,156
| – | – | 0.01% | 549 |
|
|
2021
Q2 | $220K | Buy |
+1,156
| New | +$220K | 0.02% | 507 |
|
|
2020
Q3 | – | Sell |
-1,502
| Closed | -$252K | – | 432 |
|
|
2020
Q2 | $252K | Sell |
1,502
-422
| -22% | -$70.8K | 0.04% | 345 |
|
|
2020
Q1 | $278K | Buy |
1,924
+262
| +16% | +$37.9K | 0.07% | 249 |
|
|
2019
Q4 | $236K | Buy |
1,662
+124
| +8% | +$17.6K | 0.05% | 319 |
|
|
2019
Q3 | $214K | Buy |
+1,538
| New | +$214K | 0.05% | 320 |
|