IFG Advisory’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,252
| Closed | -$259K | – | 399 |
|
|
2023
Q4 | $259K | Buy |
+2,252
| New | +$259K | 0.02% | 497 |
|
|
2023
Q2 | – | Sell |
-2,152
| Closed | -$288K | – | 342 |
|
|
2023
Q1 | $288K | Sell |
2,152
-212
| -9% | -$28.4K | 0.03% | 413 |
|
|
2022
Q4 | $320K | Buy |
2,364
+15
| +0.6% | +$2.03K | 0.03% | 387 |
|
|
2022
Q3 | $339K | Sell |
2,349
-211
| -8% | -$30.5K | 0.03% | 384 |
|
|
2022
Q2 | $431K | Buy |
2,560
+417
| +19% | +$70.2K | 0.05% | 311 |
|
|
2022
Q1 | $395K | Sell |
2,143
-46
| -2% | -$8.48K | 0.04% | 343 |
|
|
2021
Q4 | $457K | Buy |
2,189
+137
| +7% | +$28.6K | 0.04% | 316 |
|
|
2021
Q3 | $355K | Buy |
2,052
+10
| +0.5% | +$1.73K | 0.04% | 360 |
|
|
2021
Q2 | $398K | Buy |
2,042
+552
| +37% | +$108K | 0.04% | 335 |
|
|
2021
Q1 | $256K | Sell |
1,490
-247
| -14% | -$42.4K | 0.03% | 420 |
|
|
2020
Q4 | $276K | Buy |
1,737
+44
| +3% | +$6.99K | 0.04% | 366 |
|
|
2020
Q3 | $281K | Sell |
1,693
-30
| -2% | -$4.98K | 0.05% | 330 |
|
|
2020
Q2 | $288K | Buy |
+1,723
| New | +$288K | 0.05% | 317 |
|
|
2019
Q3 | – | Sell |
-19,866
| Closed | -$24K | – | 404 |
|
|
2019
Q2 | $24K | Buy |
19,866
+17,973
| +949% | +$21.7K | ﹤0.01% | 340 |
|
|
2019
Q1 | $242K | Buy |
1,893
+11
| +0.6% | +$1.41K | 0.05% | 293 |
|
|
2018
Q4 | $228K | Buy |
1,882
+183
| +11% | +$22.2K | 0.05% | 279 |
|
|
2018
Q3 | $213K | Buy |
+1,699
| New | +$213K | 0.04% | 349 |
|