Laurel Wealth Advisors (California)’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $311K | Buy |
2,296
+23
| +1% | +$3.12K | 0.03% | 498 |
|
|
2022
Q3 | $328K | Sell |
2,273
-47
| -2% | -$6.78K | 0.04% | 459 |
|
|
2022
Q2 | $391K | Sell |
2,320
-72
| -3% | -$12.1K | 0.04% | 417 |
|
|
2022
Q1 | $441K | Sell |
2,392
-273
| -10% | -$50.3K | 0.04% | 444 |
|
|
2021
Q4 | $557K | Buy |
2,665
+1,442
| +118% | +$301K | 0.04% | 414 |
|
|
2021
Q3 | $212K | Sell |
1,223
-170
| -12% | -$29.5K | 0.04% | 425 |
|
|
2021
Q2 | $272K | Sell |
1,393
-7,003
| -83% | -$1.37M | 0.04% | 422 |
|
|
2021
Q1 | $1.45M | Buy |
8,396
+843
| +11% | +$145K | 0.22% | 105 |
|
|
2020
Q4 | $1.2M | Buy |
7,553
+1,595
| +27% | +$254K | 0.18% | 131 |
|
|
2020
Q3 | $992K | Buy |
5,958
+4,616
| +344% | +$769K | 0.16% | 136 |
|
|
2020
Q2 | $224K | Sell |
1,342
-158
| -11% | -$26.4K | 0.04% | 351 |
|
|
2020
Q1 | $217K | Sell |
1,500
-10,436
| -87% | -$1.51M | 0.05% | 329 |
|
|
2019
Q4 | $1.7M | Buy |
11,936
+819
| +7% | +$116K | 0.28% | 90 |
|
|
2019
Q3 | $1.55M | Sell |
11,117
-2,097
| -16% | -$291K | 0.26% | 95 |
|
|
2019
Q2 | $1.72M | Sell |
13,214
-1,455
| -10% | -$190K | 0.38% | 64 |
|
|
2019
Q1 | $1.88M | Buy |
14,669
+955
| +7% | +$122K | 0.46% | 50 |
|
|
2018
Q4 | $1.49M | Buy |
13,714
+1,714
| +14% | +$186K | 0.44% | 60 |
|
|
2018
Q3 | $1.34M | Buy |
12,000
+2,179
| +22% | +$242K | 0.33% | 84 |
|
|
2018
Q2 | $1.06M | Buy |
9,821
+5,329
| +119% | +$574K | 0.28% | 97 |
|
|
2018
Q1 | $492K | Buy |
+4,492
| New | +$492K | 0.15% | 162 |
|