J.W. Coons Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,805
| Closed | -$214K | – | 234 |
|
|
2024
Q3 | $214K | Buy |
+1,805
| New | +$214K | 0.05% | 227 |
|
|
2024
Q1 | – | Sell |
-1,805
| Closed | -$208K | – | 242 |
|
|
2023
Q4 | $208K | Buy |
+1,805
| New | +$208K | 0.06% | 237 |
|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$271K | – | 226 |
|
|
2023
Q2 | $271K | Sell |
2,380
-56
| -2% | -$6.38K | 0.07% | 204 |
|
|
2023
Q1 | $326K | Hold |
2,436
| – | – | 0.09% | 183 |
|
|
2022
Q4 | $330K | Buy |
+2,436
| New | +$330K | 0.1% | 177 |
|
|
2022
Q3 | – | Sell |
-2,051
| Closed | -$345K | – | 213 |
|
|
2022
Q2 | $345K | Buy |
2,051
+145
| +8% | +$24.4K | 0.12% | 170 |
|
|
2022
Q1 | $352K | Buy |
1,906
+385
| +25% | +$71.1K | 0.1% | 184 |
|
|
2021
Q4 | $316K | Buy |
1,521
+45
| +3% | +$9.35K | 0.1% | 188 |
|
|
2021
Q3 | $257K | Buy |
1,476
+115
| +8% | +$20K | 0.09% | 203 |
|
|
2021
Q2 | $266K | Hold |
1,361
| – | – | 0.09% | 185 |
|
|
2021
Q1 | $234K | Hold |
1,361
| – | – | 0.08% | 201 |
|
|
2020
Q4 | $217K | Hold |
1,361
| – | – | 0.08% | 194 |
|
|
2020
Q3 | $226K | Hold |
1,361
| – | – | 0.09% | 178 |
|
|
2020
Q2 | $228K | Buy |
+1,361
| New | +$228K | 0.1% | 172 |
|