Heirloom 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,757
| Closed | -$208K | – | 44 |
|
|
2024
Q3 | $208K | Sell |
1,757
-1,261
| -42% | -$150K | 0.07% | 45 |
|
|
2024
Q2 | $295K | Sell |
3,018
-1,966
| -39% | -$192K | 0.1% | 40 |
|
|
2024
Q1 | $527K | Sell |
4,984
-105
| -2% | -$11.1K | 0.18% | 32 |
|
|
2023
Q4 | $586K | Sell |
5,089
-104
| -2% | -$12K | 0.23% | 33 |
|
|
2023
Q3 | $478K | Hold |
5,193
| – | – | 0.21% | 36 |
|
|
2023
Q2 | $592K | Hold |
5,193
| – | – | 0.26% | 34 |
|
|
2023
Q1 | $695K | Sell |
5,193
-218
| -4% | -$29.2K | 0.33% | 30 |
|
|
2022
Q4 | $734K | Buy |
+5,411
| New | +$734K | 0.46% | 28 |
|