Legend Financial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34K | Buy |
+13
| New | +$1.34K | ﹤0.01% | 160 |
|
2025
Q1 | – | Sell |
-13
| Closed | -$1.18K | – | 67 |
|
2024
Q4 | $1.18K | Hold |
13
| – | – | ﹤0.01% | 216 |
|
2024
Q3 | $1.54K | Hold |
13
| – | – | ﹤0.01% | 145 |
|
2024
Q2 | $1.27K | Sell |
13
-3
| -19% | -$293 | ﹤0.01% | 243 |
|
2024
Q1 | $1.69K | Buy |
16
+10
| +167% | +$1.06K | ﹤0.01% | 178 |
|
2023
Q4 | $691 | Buy |
+6
| New | +$691 | ﹤0.01% | 188 |
|
2023
Q3 | – | Sell |
-14
| Closed | -$1.6K | – | 193 |
|
2023
Q2 | $1.6K | Hold |
14
| – | – | ﹤0.01% | 201 |
|
2023
Q1 | $1.87K | Sell |
14
-7
| -33% | -$937 | ﹤0.01% | 210 |
|
2022
Q4 | $2.85K | Buy |
+21
| New | +$2.85K | ﹤0.01% | 212 |
|