Heritage Investment Group’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,601
| Closed | -$214K | – | 90 |
|
|
2023
Q1 | $214K | Hold |
1,601
| – | – | 0.07% | 77 |
|
|
2022
Q4 | $217K | Sell |
1,601
-400
| -20% | -$54.2K | 0.07% | 71 |
|
|
2022
Q3 | $289K | Hold |
2,001
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $337K | Sell |
2,001
-200
| -9% | -$33.7K | 0.19% | 53 |
|
|
2022
Q1 | $406K | Buy |
2,201
+200
| +10% | +$36.9K | 0.29% | 49 |
|
|
2021
Q4 | $418K | Buy |
+2,001
| New | +$418K | 0.33% | 47 |
|