Lantz Financial’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,903
| Closed | -$217K | – | 188 |
|
|
2023
Q2 | $217K | Sell |
1,903
-110
| -5% | -$12.5K | 0.08% | 174 |
|
|
2023
Q1 | $269K | Buy |
2,013
+5
| +0.2% | +$669 | 0.11% | 144 |
|
|
2022
Q4 | $272K | Buy |
2,008
+528
| +36% | +$71.6K | 0.12% | 137 |
|
|
2022
Q3 | $214K | Buy |
1,480
+27
| +2% | +$3.9K | 0.11% | 150 |
|
|
2022
Q2 | $245K | Buy |
1,453
+79
| +6% | +$13.3K | 0.11% | 144 |
|
|
2022
Q1 | $254K | Buy |
1,374
+375
| +38% | +$69.3K | 0.1% | 149 |
|
|
2021
Q4 | $209K | Buy |
+999
| New | +$209K | 0.1% | 146 |
|