Liberty Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,193
| Closed | -$203K | – | 305 |
|
|
2021
Q3 | $203K | Buy |
1,193
+592
| +99% | +$101K | 0.07% | 161 |
|
|
2021
Q2 | $141K | Buy |
601
+48
| +9% | +$11.3K | 0.05% | 170 |
|
|
2021
Q1 | $90K | Hold |
553
| – | – | 0.04% | 192 |
|
|
2020
Q4 | $90K | Buy |
553
+238
| +76% | +$38.7K | 0.04% | 190 |
|
|
2020
Q3 | $52K | Sell |
315
-120
| -28% | -$19.8K | 0.03% | 224 |
|
|
2020
Q2 | $73K | Sell |
435
-138
| -24% | -$23.2K | 0.05% | 177 |
|
|
2020
Q1 | $83K | Sell |
573
-26
| -4% | -$3.77K | 0.07% | 160 |
|
|
2019
Q4 | $85K | Buy |
599
+2
| +0.3% | +$284 | 0.07% | 178 |
|
|
2019
Q3 | $83K | Sell |
597
-10
| -2% | -$1.39K | 0.08% | 163 |
|
|
2019
Q2 | $79K | Sell |
607
-124
| -17% | -$16.1K | 0.07% | 191 |
|
|
2019
Q1 | $93K | Sell |
731
-63
| -8% | -$8.02K | 0.07% | 145 |
|
|
2018
Q4 | $86K | Buy |
+794
| New | +$86K | 0.06% | 142 |
|