Heritage Trust’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,702	Closed	-$680K	–	239
2022 Q3	$680K	Buy	+4,702	New	+$680K	0.12%	147
2017 Q4	–	Sell	-58	Closed	-$6K	–	401
2017 Q3	$6K	Buy	+58	New	+$6K	﹤0.01%	305