Laidlaw Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,462
| Closed | -$284K | – | 184 |
|
|
2023
Q4 | $284K | Sell |
2,462
-112
| -4% | -$12.9K | 0.1% | 190 |
|
|
2023
Q3 | $237K | Sell |
2,574
-305
| -11% | -$28.1K | 0.08% | 232 |
|
|
2023
Q2 | $328K | Sell |
2,879
-608
| -17% | -$69.3K | 0.06% | 253 |
|
|
2023
Q1 | $467K | Sell |
3,487
-19
| -0.5% | -$2.54K | 0.1% | 209 |
|
|
2022
Q4 | $476K | Sell |
3,506
-60
| -2% | -$8.14K | 0.1% | 200 |
|
|
2022
Q3 | $516K | Sell |
3,566
-299
| -8% | -$43.3K | 0.12% | 174 |
|
|
2022
Q2 | $651K | Buy |
3,865
+121
| +3% | +$20.4K | 0.13% | 170 |
|
|
2022
Q1 | $691K | Buy |
3,744
+119
| +3% | +$22K | 0.12% | 181 |
|
|
2021
Q4 | $757K | Buy |
3,625
+241
| +7% | +$50.3K | 0.12% | 168 |
|
|
2021
Q3 | $586K | Buy |
3,384
+185
| +6% | +$32K | 0.15% | 138 |
|
|
2021
Q2 | $624K | Buy |
3,199
+82
| +3% | +$16K | 0.16% | 128 |
|
|
2021
Q1 | $537K | Buy |
3,117
+220
| +8% | +$37.9K | 0.18% | 119 |
|
|
2020
Q4 | $461K | Buy |
2,897
+456
| +19% | +$72.6K | 0.1% | 202 |
|
|
2020
Q3 | $406K | Buy |
2,441
+400
| +20% | +$66.5K | 0.18% | 125 |
|
|
2020
Q2 | $342K | Buy |
2,041
+270
| +15% | +$45.2K | 0.18% | 120 |
|
|
2020
Q1 | $256K | Buy |
1,771
+22
| +1% | +$3.18K | 0.17% | 124 |
|
|
2019
Q4 | $249K | Buy |
+1,749
| New | +$249K | 0.16% | 142 |
|