Institute for Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
3,348
-68
| -2% | -$6.99K | 0.04% | 396 |
|
|
2025
Q1 | $356K | Sell |
3,416
-68
| -2% | -$7.09K | 0.05% | 374 |
|
|
2024
Q4 | $316K | Sell |
3,484
-87
| -2% | -$7.9K | 0.04% | 390 |
|
|
2024
Q3 | $424K | Sell |
3,571
-12
| -0.3% | -$1.42K | 0.05% | 332 |
|
|
2024
Q2 | $350K | Sell |
3,583
-99
| -3% | -$9.67K | 0.05% | 358 |
|
|
2024
Q1 | $390K | Buy |
3,682
+200
| +6% | +$21.2K | 0.05% | 328 |
|
|
2023
Q4 | $401K | Sell |
3,482
-224
| -6% | -$25.8K | 0.07% | 308 |
|
|
2023
Q3 | $341K | Sell |
3,706
-19
| -0.5% | -$1.75K | 0.06% | 319 |
|
|
2023
Q2 | $424K | Sell |
3,725
-134
| -3% | -$15.3K | 0.07% | 287 |
|
|
2023
Q1 | $516K | Sell |
3,859
-145
| -4% | -$19.4K | 0.1% | 249 |
|
|
2022
Q4 | $543K | Sell |
4,004
-804
| -17% | -$109K | 0.11% | 236 |
|
|
2022
Q3 | $695K | Sell |
4,808
-17
| -0.4% | -$2.46K | 0.16% | 174 |
|
|
2022
Q2 | $812K | Sell |
4,825
-64
| -1% | -$10.8K | 0.16% | 164 |
|
|
2022
Q1 | $903K | Buy |
4,889
+150
| +3% | +$27.7K | 0.15% | 174 |
|
|
2021
Q4 | $989K | Sell |
4,739
-15
| -0.3% | -$3.13K | 0.16% | 160 |
|
|
2021
Q3 | $824K | Buy |
4,754
+25
| +0.5% | +$4.33K | 0.14% | 180 |
|
|
2021
Q2 | $923K | Buy |
4,729
+406
| +9% | +$79.2K | 0.16% | 164 |
|
|
2021
Q1 | $744K | Buy |
4,323
+783
| +22% | +$135K | 0.14% | 187 |
|
|
2020
Q4 | $564K | Buy |
+3,540
| New | +$564K | 0.11% | 221 |
|