IAP
Indie Asset Partners’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,012
| Closed | -$232K | – | 90 |
|
|
2023
Q4 | $232K | Buy |
+2,012
| New | +$232K | 0.21% | 69 |
|
|
2023
Q3 | – | Sell |
-2,010
| Closed | -$229K | – | 80 |
|
|
2023
Q2 | $229K | Hold |
2,010
| – | – | 0.25% | 65 |
|
|
2023
Q1 | $269K | Hold |
2,010
| – | – | 0.31% | 55 |
|
|
2022
Q4 | $273K | Buy |
2,010
+50
| +3% | +$6.78K | 0.3% | 64 |
|
|
2022
Q3 | $283K | Hold |
1,960
| – | – | 0.29% | 62 |
|
|
2022
Q2 | $330K | Buy |
1,960
+100
| +5% | +$16.8K | 0.29% | 59 |
|
|
2022
Q1 | $343K | Hold |
1,860
| – | – | 0.26% | 72 |
|
|
2021
Q4 | $388K | Buy |
1,860
+254
| +16% | +$53K | 0.28% | 73 |
|
|
2021
Q3 | $278K | Buy |
1,606
+356
| +28% | +$61.6K | 0.23% | 96 |
|
|
2021
Q2 | $244K | Sell |
1,250
-10
| -0.8% | -$1.95K | 0.2% | 107 |
|
|
2021
Q1 | $217K | Buy |
+1,260
| New | +$217K | 0.25% | 107 |
|
|
2020
Q1 | – | Sell |
-1,472
| Closed | -$209K | – | 85 |
|
|
2019
Q4 | $209K | Buy |
+1,472
| New | +$209K | 0.22% | 82 |
|