Heritage Wealth Advisors’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 | – | Hold |
0
| – | -$7 | – | 571 |
|
|
2025
Q1 | – | Sell |
-11
| Closed | -$1K | – | 571 |
|
|
2024
Q4 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 573 |
|
|
2024
Q3 | $1.19K | Sell |
10
-499
| -98% | -$59.5K | ﹤0.01% | 567 |
|
|
2024
Q2 | $49.7K | Sell |
509
-218
| -30% | -$21.3K | ﹤0.01% | 308 |
|
|
2024
Q1 | $76.9K | Sell |
727
-50
| -6% | -$5.29K | ﹤0.01% | 287 |
|
|
2023
Q4 | $89.5K | Buy |
777
+776
| +77,600% | +$89.4K | ﹤0.01% | 279 |
|
|
2023
Q3 | $91 | Sell |
1
-23
| -96% | -$2.09K | ﹤0.01% | 507 |
|
|
2023
Q2 | $2.73K | Sell |
24
-114
| -83% | -$13K | ﹤0.01% | 490 |
|
|
2023
Q1 | $18.5K | Sell |
138
-414
| -75% | -$55.4K | ﹤0.01% | 406 |
|
|
2022
Q4 | $74.9K | Buy |
552
+309
| +127% | +$41.9K | ﹤0.01% | 281 |
|
|
2022
Q3 | $35.1K | Sell |
243
-489
| -67% | -$70.7K | ﹤0.01% | 328 |
|
|
2022
Q2 | $123K | Buy |
732
+383
| +110% | +$64.4K | 0.01% | 243 |
|
|
2022
Q1 | $64K | Hold |
349
| – | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $73K | Hold |
349
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $60.5K | Sell |
349
-625
| -64% | -$108K | ﹤0.01% | 303 |
|
|
2021
Q2 | $190K | Sell |
974
-1,651
| -63% | -$322K | 0.01% | 207 |
|
|
2021
Q1 | $452K | Sell |
2,625
-165
| -6% | -$28.4K | 0.03% | 146 |
|
|
2020
Q4 | $444K | Buy |
2,790
+2,276
| +443% | +$362K | 0.03% | 137 |
|
|
2020
Q3 | $85.6K | Hold |
514
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $86K | Hold |
514
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $74.2K | Sell |
514
-3
| -0.6% | -$433 | 0.01% | 219 |
|
|
2019
Q4 | $73.5K | Buy |
517
+352
| +213% | +$50K | 0.01% | 268 |
|
|
2019
Q3 | $22K | Hold |
165
| – | – | ﹤0.01% | 339 |
|
|
2019
Q2 | $21.5K | Hold |
165
| – | – | ﹤0.01% | 331 |
|
|
2019
Q1 | $21.1K | Buy |
+165
| New | +$21.1K | ﹤0.01% | 305 |
|