Institute for Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
|
|||||
|
2025
Q2 | $344K | Sell |
|
|||||
|
2025
Q1 | $356K | Sell |
|
|||||
|
2024
Q4 | $316K | Sell |
|
|||||
|
2024
Q3 | $424K | Sell |
|
|||||
|
2024
Q2 | $350K | Sell |
|
|||||
|
2024
Q1 | $390K | Buy |
|
|||||
|
2023
Q4 | $401K | Sell |
|
|||||
|
2023
Q3 | $341K | Sell |
|
|||||
|
2023
Q2 | $424K | Sell |
|
|||||
|
2023
Q1 | $516K | Sell |
|
|||||
|
2022
Q4 | $543K | Sell |
|
|||||
|
2022
Q3 | $695K | Sell |
|
|||||
|
2022
Q2 | $812K | Sell |
|
|||||
|
2022
Q1 | $903K | Buy |
|
|||||
|
2021
Q4 | $989K | Sell |
|
|||||
|
2021
Q3 | $824K | Buy |
|
|||||
|
2021
Q2 | $923K | Buy |
|
|||||
|
2021
Q1 | $744K | Buy |
|
|||||
|
2020
Q4 | $564K | Buy |
|