Holistic Financial Partners’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 |
-1,384
| Closed | -$200K | – | 97 |
|
|
2022
Q3 | $200K | Buy |
+1,384
| New | +$200K | 0.2% | 81 |
|
|
2020
Q1 | – | Sell |
-2,120
| Closed | -$301K | – | 98 |
|
|
2019
Q4 | $301K | Buy |
+2,120
| New | +$301K | 0.18% | 74 |
|
|
2019
Q2 | – | Sell |
-2,116
| Closed | -$271K | – | 88 |
|
|
2019
Q1 | $271K | Buy |
+2,116
| New | +$271K | 0.11% | 89 |
|
|
2018
Q4 | – | Hold |
0
| – | -$220K | – | 57 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2018
Q2 | – | Hold |
0
| – | -$203K | – | 88 |
|
|
2018
Q1 | – | Hold |
0
| – | -$209K | – | 68 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 69 |
|