Guerra Pan Advisors’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 |
-2,786
| Closed | -$321K | – | 104 |
|
|
2023
Q4 | $321K | Hold |
2,786
| – | – | 0.31% | 77 |
|
|
2023
Q3 | $256K | Hold |
2,786
| – | – | 0.3% | 79 |
|
|
2023
Q2 | $317K | Sell |
2,786
-137
| -5% | -$15.6K | 0.35% | 70 |
|
|
2023
Q1 | $391K | Sell |
2,923
-15
| -0.5% | -$2.01K | 0.49% | 55 |
|
|
2022
Q4 | $399K | Sell |
2,938
-36
| -1% | -$4.88K | 0.54% | 53 |
|
|
2022
Q3 | $400K | Hold |
2,974
| – | – | 0.58% | 55 |
|
|
2022
Q2 | $537K | Hold |
2,974
| – | – | 0.67% | 52 |
|
|
2022
Q1 | $561K | Hold |
2,974
| – | – | 0.68% | 51 |
|
|
2021
Q4 | $621K | Buy |
+2,974
| New | +$621K | 0.62% | 51 |
|