Icon 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 | $128K | Sell |
1,242
-3
| -0.2% | -$308 | 0.01% | 457 |
|
2025
Q1 | $130K | Sell |
1,245
-835
| -40% | -$87K | 0.01% | 432 |
|
2024
Q4 | $189K | Buy |
+2,080
| New | +$189K | 0.02% | 379 |
|
2022
Q4 | $3.79M | Buy |
27,936
+27
| +0.1% | +$3.66K | 0.44% | 61 |
|
2022
Q3 | $4.03M | Buy |
+27,909
| New | +$4.03M | 0.49% | 50 |
|