Kore Private Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,979
| Closed | -$343K | – | 332 |
|
|
2021
Q3 | $343K | Buy |
+1,979
| New | +$343K | 0.04% | 300 |
|
|
2020
Q3 | – | Sell |
-787
| Closed | -$131K | – | 399 |
|
|
2020
Q2 | $131K | Buy |
787
+87
| +12% | +$14.5K | 0.03% | 293 |
|
|
2020
Q1 | $101K | Sell |
700
-20
| -3% | -$2.89K | 0.02% | 311 |
|
|
2019
Q4 | $102K | Buy |
+720
| New | +$102K | 0.02% | 369 |
|
|
2019
Q2 | – | Sell |
-873
| Closed | -$112K | – | 317 |
|
|
2019
Q1 | $112K | Buy |
873
+797
| +1,049% | +$102K | 0.03% | 270 |
|
|
2018
Q4 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 590 |
|