Kingswood Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
2,847
-799
| -22% | -$82.1K | 0.02% | 581 |
|
|
2025
Q1 | $380K | Sell |
3,646
-1,159
| -24% | -$121K | 0.03% | 469 |
|
|
2024
Q4 | $436K | Sell |
4,805
-9,884
| -67% | -$897K | 0.03% | 481 |
|
|
2024
Q3 | $1.74M | Buy |
14,689
+388
| +3% | +$46K | 0.12% | 186 |
|
|
2024
Q2 | $1.4M | Buy |
14,301
+1,926
| +16% | +$188K | 0.13% | 175 |
|
|
2024
Q1 | $1.31M | Sell |
12,375
-2,446
| -17% | -$259K | 0.15% | 159 |
|
|
2023
Q4 | $1.71M | Buy |
14,821
+9,305
| +169% | +$1.07M | 0.19% | 123 |
|
|
2023
Q3 | $508K | Buy |
+5,516
| New | +$508K | 0.09% | 243 |
|