Icon Wealth Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $106K | Sell |
1,150
-13,873
| -92% | -$1.28M | 0.01% | 382 |
|
|
2023
Q2 | $1.71M | Sell |
15,023
-7,808
| -34% | -$890K | 0.18% | 96 |
|
|
2023
Q1 | $3.06M | Buy |
+22,831
| New | +$3.06M | 0.33% | 70 |
|
|
2022
Q2 | $4.53M | Buy |
+26,879
| New | +$4.53M | 0.54% | 42 |
|
|
2022
Q1 | – | Sell |
-26,120
| Closed | -$5.45M | – | 333 |
|
|
2021
Q4 | $5.45M | Buy |
26,120
+144
| +0.6% | +$30.1K | 0.55% | 49 |
|
|
2021
Q3 | $4.5M | Buy |
25,976
+237
| +0.9% | +$41.1K | 0.48% | 52 |
|
|
2021
Q2 | $5.02M | Sell |
25,739
-146
| -0.6% | -$28.5K | 0.54% | 47 |
|
|
2021
Q1 | $4.46M | Buy |
25,885
+3,409
| +15% | +$587K | 0.56% | 48 |
|
|
2020
Q4 | $3.58M | Buy |
22,476
+2,876
| +15% | +$458K | 0.57% | 47 |
|
|
2020
Q3 | $3.26M | Buy |
19,600
+12,946
| +195% | +$2.16M | 0.63% | 43 |
|
|
2020
Q2 | $1.11M | Buy |
+6,654
| New | +$1.11M | 0.27% | 72 |
|
|
2019
Q2 | – | Sell |
-1,035
| Closed | -$132K | – | 259 |
|
|
2019
Q1 | $132K | Sell |
1,035
-137
| -12% | -$17.5K | 0.05% | 191 |
|
|
2018
Q4 | $127K | Buy |
1,172
+96
| +9% | +$10.4K | 0.06% | 186 |
|
|
2018
Q3 | $120K | Hold |
1,076
| – | – | 0.05% | 246 |
|
|
2018
Q2 | $116K | Sell |
1,076
-59
| -5% | -$6.36K | 0.05% | 216 |
|
|
2018
Q1 | $126K | Sell |
1,135
-4
| -0.4% | -$444 | 0.07% | 224 |
|
|
2017
Q4 | $126K | Buy |
+1,139
| New | +$126K | 0.06% | 237 |
|