Lake Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,670
| Closed | -$224K | – | 292 |
|
|
2023
Q1 | $224K | Hold |
1,670
| – | – | 0.04% | 254 |
|
|
2022
Q4 | $227K | Sell |
1,670
-47
| -3% | -$6.38K | 0.05% | 249 |
|
|
2022
Q3 | $248K | Buy |
1,717
+59
| +4% | +$8.52K | 0.06% | 234 |
|
|
2022
Q2 | $279K | Buy |
+1,658
| New | +$279K | 0.06% | 233 |
|
|
2021
Q2 | – | Sell |
-1,201
| Closed | -$207K | – | 213 |
|
|
2021
Q1 | $207K | Sell |
1,201
-357
| -23% | -$61.5K | 0.06% | 197 |
|
|
2020
Q4 | $248K | Sell |
1,558
-32
| -2% | -$5.09K | 0.07% | 175 |
|
|
2020
Q3 | $265K | Sell |
1,590
-140
| -8% | -$23.3K | 0.09% | 144 |
|
|
2020
Q2 | $289K | Sell |
1,730
-93
| -5% | -$15.5K | 0.11% | 130 |
|
|
2020
Q1 | $263K | Buy |
+1,823
| New | +$263K | 0.12% | 126 |
|