Jeppson Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,410
| Closed | -$219K | – | 207 |
|
|
2024
Q4 | $219K | Sell |
2,410
-40
| -2% | -$3.63K | 0.08% | 183 |
|
|
2024
Q3 | $291K | Hold |
2,450
| – | – | 0.1% | 159 |
|
|
2024
Q2 | $239K | Sell |
2,450
-80
| -3% | -$7.82K | 0.09% | 171 |
|
|
2024
Q1 | $268K | Buy |
2,530
+100
| +4% | +$10.6K | 0.1% | 167 |
|
|
2023
Q4 | $280K | Buy |
+2,430
| New | +$280K | 0.12% | 161 |
|
|
2020
Q4 | – | Sell |
-161
| Closed | -$27K | – | 181 |
|
|
2020
Q3 | $27K | Buy |
+161
| New | +$27K | 0.02% | 305 |
|