Kelly Financial Services’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-321
| Closed | -$31.3K | – | 214 |
|
|
2024
Q2 | $31.3K | Buy |
321
+115
| +56% | +$11.2K | 0.01% | 279 |
|
|
2024
Q1 | $21.8K | Buy |
206
+2
| +1% | +$212 | 0.01% | 313 |
|
|
2023
Q4 | $23.5K | Buy |
204
+54
| +36% | +$6.22K | 0.01% | 287 |
|
|
2023
Q3 | $13.8K | Buy |
150
+8
| +6% | +$737 | 0.01% | 326 |
|
|
2023
Q2 | $16.2K | Buy |
142
+92
| +184% | +$10.5K | 0.01% | 301 |
|
|
2023
Q1 | $6.64K | Buy |
50
+36
| +257% | +$4.78K | ﹤0.01% | 393 |
|
|
2022
Q4 | $1.9K | Hold |
14
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $2.02K | Buy |
14
+6
| +75% | +$867 | ﹤0.01% | 504 |
|
|
2022
Q2 | $1.35K | Hold |
8
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $1.48K | Sell |
8
-5
| -38% | -$923 | ﹤0.01% | 551 |
|
|
2021
Q4 | $2.71K | Hold |
13
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $2.25K | Sell |
13
-1,548
| -99% | -$268K | ﹤0.01% | 500 |
|
|
2021
Q2 | $8K | Buy |
1,561
+1,553
| +19,413% | +$7.96K | ﹤0.01% | 596 |
|
|
2021
Q1 | $1.38K | Hold |
8
| – | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $1.27K | Sell |
8
-16
| -67% | -$2.55K | ﹤0.01% | 499 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $4.02K | Buy |
+24
| New | +$4.02K | ﹤0.01% | 363 |
|