LA
Legacy Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,512
| Closed | -$262K | – | 82 |
|
|
2025
Q1 | $262K | Buy |
+2,512
| New | +$262K | 0.03% | 356 |
|
|
2024
Q4 | – | Sell |
-2,181
| Closed | -$259K | – | 417 |
|
|
2024
Q3 | $259K | Buy |
+2,181
| New | +$259K | 0.03% | 318 |
|
|
2024
Q2 | – | Sell |
-2,009
| Closed | -$213K | – | 332 |
|
|
2024
Q1 | $213K | Buy |
2,009
+122
| +6% | +$12.9K | 0.03% | 293 |
|
|
2023
Q4 | $217K | Buy |
+1,887
| New | +$217K | 0.03% | 284 |
|
|
2023
Q1 | – | Sell |
-2,040
| Closed | -$277K | – | 255 |
|
|
2022
Q4 | $277K | Sell |
2,040
-617
| -23% | -$83.7K | 0.05% | 197 |
|
|
2022
Q3 | $384K | Buy |
2,657
+527
| +25% | +$76.2K | 0.08% | 148 |
|
|
2022
Q2 | $359K | Buy |
2,130
+19
| +0.9% | +$3.2K | 0.08% | 149 |
|
|
2022
Q1 | $390K | Buy |
2,111
+1,110
| +111% | +$205K | 0.08% | 141 |
|
|
2021
Q4 | $209K | Buy |
+1,001
| New | +$209K | 0.08% | 126 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$130K | – | 150 |
|
|
2019
Q2 | $130K | Hold |
1,000
| – | – | 0.09% | 139 |
|
|
2019
Q1 | $128K | Buy |
+1,000
| New | +$128K | 0.04% | 137 |
|
|
2018
Q4 | – | Sell |
-2,354
| Closed | -$262K | – | 167 |
|
|
2018
Q3 | $262K | Buy |
2,354
+1,354
| +135% | +$151K | 0.13% | 120 |
|
|
2018
Q2 | $108K | Sell |
1,000
-47
| -4% | -$5.08K | 0.08% | 133 |
|
|
2018
Q1 | $109K | Buy |
1,047
+47
| +5% | +$4.89K | 0.08% | 114 |
|
|
2017
Q4 | $111K | Sell |
1,000
-173
| -15% | -$19.2K | 0.11% | 85 |
|
|
2017
Q3 | $117K | Buy |
1,173
+173
| +17% | +$17.3K | 0.13% | 72 |
|
|
2017
Q2 | $100K | Hold |
1,000
| – | – | 0.13% | 72 |
|
|
2017
Q1 | $94K | Hold |
1,000
| – | – | 0.13% | 70 |
|
|
2016
Q4 | $86K | Buy |
+1,000
| New | +$86K | 0.12% | 73 |
|