Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,873
| Closed | -$633K | – | 265 |
|
|
2023
Q3 | $633K | Buy |
6,873
+83
| +1% | +$7.64K | 0.11% | 148 |
|
|
2023
Q2 | $774K | Buy |
6,790
+977
| +17% | +$111K | 0.11% | 144 |
|
|
2023
Q1 | $778K | Sell |
5,813
-3,935
| -40% | -$527K | 0.13% | 129 |
|
|
2022
Q4 | $1.32M | Sell |
9,748
-726
| -7% | -$98.5K | 0.23% | 96 |
|
|
2022
Q3 | $1.51M | Buy |
10,474
+1,077
| +11% | +$156K | 0.29% | 79 |
|
|
2022
Q2 | $1.58M | Buy |
9,397
+1,541
| +20% | +$259K | 0.3% | 76 |
|
|
2022
Q1 | $1.45M | Buy |
7,856
+1,021
| +15% | +$188K | 0.24% | 98 |
|
|
2021
Q4 | $1.43M | Buy |
6,835
+460
| +7% | +$96K | 0.25% | 87 |
|
|
2021
Q3 | $1.11M | Buy |
6,375
+1,109
| +21% | +$192K | 0.22% | 98 |
|
|
2021
Q2 | $1.03M | Buy |
5,266
+1,019
| +24% | +$199K | 0.15% | 120 |
|
|
2021
Q1 | $731K | Buy |
4,247
+117
| +3% | +$20.1K | 0.11% | 133 |
|
|
2020
Q4 | $657K | Buy |
4,130
+288
| +7% | +$45.8K | 0.11% | 129 |
|
|
2020
Q3 | $639K | Buy |
3,842
+49
| +1% | +$8.15K | 0.13% | 117 |
|
|
2020
Q2 | $634K | Buy |
+3,793
| New | +$634K | 0.2% | 95 |
|
|
2020
Q1 | – | Sell |
-119
| Closed | -$16K | – | 167 |
|
|
2019
Q4 | $16K | Buy |
+119
| New | +$16K | 0.01% | 276 |
|