Journey Advisory Group’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,821
Closed -$321K 215
2023
Q2
$321K Sell
2,821
-19,593
-87% -$2.23M 0.05% 173
2023
Q1
$3M Buy
22,414
+2,749
+14% +$368K 0.47% 61
2022
Q4
$2.67M Sell
19,665
-167
-0.8% -$22.7K 0.66% 38
2022
Q3
$2.87M Buy
19,832
+2,181
+12% +$315K 0.73% 33
2022
Q2
$3.18M Buy
17,651
+3,324
+23% +$598K 0.73% 34
2022
Q1
$2.65M Buy
14,327
+1,132
+9% +$209K 0.67% 36
2021
Q4
$2.75M Buy
13,195
+574
+5% +$120K 0.76% 33
2021
Q3
$2.19M Buy
12,621
+403
+3% +$69.9K 0.71% 34
2021
Q2
$2.38M Buy
12,218
+726
+6% +$142K 0.76% 34
2021
Q1
$1.98M Buy
11,492
+1,161
+11% +$200K 0.69% 40
2020
Q4
$1.65M Buy
+10,331
New +$1.65M 0.62% 46