Kingsview Wealth Management’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,833	Closed	-$217K	–	1117
2024 Q3	$217K	Buy	+1,833	New	+$202K	﹤0.01%	1010
2024 Q2	–	Sell	-2,131	Closed	-$226K	–	1044
2024 Q1	$226K	Sell	2,131 -319	-13%	-$34.7K	0.01%	924
2023 Q4	$282K	Sell	2,450 -490	-17%	-$50.2K	0.01%	788
2023 Q3	$271K	Sell	2,940 -27,452	-90%	-$2.84M	0.01%	787
2023 Q2	$3.46M	Sell	30,392 -2,677	-8%	-$319K	0.14%	161
2023 Q1	$4.43M	Buy	33,069 +302	+0.9%	+$41.7K	0.19%	119
2022 Q4	$4.44M	Sell	32,767 -741	-2%	-$100K	0.19%	131
2022 Q3	$4.84M	Buy	33,508 +1	+0%	+$171	0.23%	102
2022 Q2	$5.64M	Buy	33,507 +3,379	+11%	+$615K	0.27%	93
2022 Q1	$5.56M	Sell	30,128 -116	-0.4%	-$20.6K	0.24%	97
2021 Q4	$6.31M	Buy	30,244 +71	+0.2%	+$13.1K	0.26%	87
2021 Q3	$5.23M	Sell	30,173 -37	-0.1%	-$7.15K	0.25%	89
2021 Q2	$5.88M	Buy	30,210 +195	+0.6%	+$36.5K	0.29%	73
2021 Q1	$5.24M	Buy	30,015 +945	+3%	+$151K	0.3%	74
2020 Q4	$4.63M	Sell	29,070 -879	-3%	-$143K	0.34%	69
2020 Q3	$4.99M	Sell	29,949 -150	-0.5%	-$24.8K	0.45%	55
2020 Q2	$5.04M	Sell	30,099 -620	-2%	-$99.9K	0.5%	42
2020 Q1	$4.44M	Buy	30,719 +2,177	+8%	+$325K	0.6%	38
2019 Q4	$4.06M	Buy	28,542 +650	+2%	+$88.7K	0.51%	56
2019 Q3	$3.88M	Buy	27,892 +1,014	+4%	+$140K	0.61%	43
2019 Q2	$3.5M	Buy	26,878 +142	+0.5%	+$18.3K	0.59%	47
2019 Q1	$3.42M	Buy	26,736 +91	+0.3%	+$10.7K	0.52%	49
2018 Q4	$2.89M	Buy	26,645 +2	+0%	+$220	0.63%	43
2018 Q3	$2.97M	Buy	26,643 +3,955	+17%	+$440K	0.6%	46
2018 Q2	$2.45M	Hold	22,688	–	–	0.58%	50
2018 Q1	$2.49M	Buy	+22,688	New	+$2.46M	0.62%	46