JFS Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Hold |
742
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $77.3K | Hold |
742
| – | – | 0.01% | 400 |
|
|
2024
Q4 | $67.3K | Sell |
742
-8
| -1% | -$726 | ﹤0.01% | 410 |
|
|
2024
Q3 | $89K | Hold |
750
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $73.3K | Sell |
750
-3
| -0.4% | -$293 | 0.01% | 367 |
|
|
2024
Q1 | $79.7K | Sell |
753
-13
| -2% | -$1.38K | 0.01% | 359 |
|
|
2023
Q4 | $88.2K | Buy |
766
+26
| +4% | +$3K | 0.01% | 326 |
|
|
2023
Q3 | $68.1K | Hold |
740
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $84.3K | Hold |
740
| – | – | 0.01% | 296 |
|
|
2023
Q1 | $99K | Sell |
740
-62
| -8% | -$8.3K | 0.01% | 277 |
|
|
2022
Q4 | $109K | Buy |
802
+24
| +3% | +$3.26K | 0.01% | 270 |
|
|
2022
Q3 | $112K | Hold |
778
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $131K | Hold |
778
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $144K | Sell |
778
-102
| -12% | -$18.9K | 0.01% | 260 |
|
|
2021
Q4 | $184K | Buy |
880
+102
| +13% | +$21.3K | 0.02% | 236 |
|
|
2021
Q3 | $135K | Hold |
778
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $152K | Hold |
778
| – | – | 0.02% | 188 |
|
|
2021
Q1 | $134K | Hold |
778
| – | – | 0.03% | 169 |
|
|
2020
Q4 | $124K | Sell |
778
-160
| -17% | -$25.5K | 0.03% | 176 |
|
|
2020
Q3 | $156K | Hold |
938
| – | – | 0.04% | 147 |
|
|
2020
Q2 | $157K | Hold |
938
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $135K | Hold |
938
| – | – | 0.04% | 149 |
|
|
2019
Q4 | $133K | Buy |
938
+38
| +4% | +$5.39K | 0.03% | 164 |
|
|
2019
Q3 | $125K | Hold |
900
| – | – | 0.03% | 170 |
|
|
2019
Q2 | $117K | Hold |
900
| – | – | 0.03% | 172 |
|
|
2019
Q1 | $115K | Hold |
900
| – | – | 0.03% | 166 |
|
|
2018
Q4 | $98K | Sell |
900
-63
| -7% | -$6.86K | 0.03% | 175 |
|
|
2018
Q3 | $107K | Buy |
963
+63
| +7% | +$7K | 0.03% | 188 |
|
|
2018
Q2 | $97K | Hold |
900
| – | – | 0.03% | 195 |
|
|
2018
Q1 | $99K | Hold |
900
| – | – | 0.03% | 193 |
|
|
2017
Q4 | $100K | Hold |
900
| – | – | 0.02% | 197 |
|
|
2017
Q3 | $90K | Hold |
900
| – | – | 0.02% | 193 |
|
|
2017
Q2 | $90K | Hold |
900
| – | – | 0.02% | 177 |
|
|
2017
Q1 | $78K | Hold |
900
| – | – | 0.02% | 184 |
|
|
2016
Q4 | $78K | Sell |
900
-60
| -6% | -$5.2K | 0.02% | 184 |
|
|
2016
Q3 | $90K | Hold |
960
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $97K | Hold |
960
| – | – | 0.03% | 208 |
|
|
2016
Q1 | $83K | Hold |
960
| – | – | 0.02% | 193 |
|
|
2015
Q4 | $83K | Buy |
960
+60
| +7% | +$5.19K | 0.02% | 195 |
|
|
2015
Q3 | $71K | Hold |
900
| – | – | 0.03% | 176 |
|
|
2015
Q2 | $72K | Hold |
900
| – | – | 0.04% | 149 |
|
|
2015
Q1 | $74K | Hold |
900
| – | – | 0.03% | 145 |
|
|
2014
Q4 | $71K | Hold |
900
| – | – | 0.01% | 152 |
|
|
2014
Q3 | $72K | Hold |
900
| – | – | 0.01% | 149 |
|
|
2014
Q2 | $67K | Buy |
+900
| New | +$67K | 0.01% | 155 |
|