Kercheville Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,469
| Closed | -$247K | – | 90 |
|
|
2022
Q2 | $247K | Hold |
1,469
| – | – | 0.16% | 69 |
|
|
2022
Q1 | $271K | Sell |
1,469
-1,130
| -43% | -$208K | 0.13% | 83 |
|
|
2021
Q4 | $543K | Sell |
2,599
-70
| -3% | -$14.6K | 0.24% | 66 |
|
|
2021
Q3 | $463K | Hold |
2,669
| – | – | 0.22% | 70 |
|
|
2021
Q2 | $521K | Buy |
2,669
+209
| +8% | +$40.8K | 0.24% | 71 |
|
|
2021
Q1 | $424K | Sell |
2,460
-673
| -21% | -$116K | 0.21% | 79 |
|
|
2020
Q4 | $501K | Buy |
+3,133
| New | +$501K | 0.27% | 67 |
|