Lineweaver Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,042
| Closed | -$1.3M | – | 130 |
|
|
2022
Q1 | $1.3M | Buy |
7,042
+349
| +5% | +$64.4K | 0.37% | 52 |
|
|
2021
Q4 | $1.4M | Buy |
6,693
+423
| +7% | +$88.3K | 0.4% | 45 |
|
|
2021
Q3 | $1.09M | Buy |
6,270
+317
| +5% | +$54.9K | 0.33% | 49 |
|
|
2021
Q2 | $1.16M | Buy |
5,953
+701
| +13% | +$137K | 0.38% | 45 |
|
|
2021
Q1 | $904K | Buy |
5,252
+1,187
| +29% | +$204K | 0.32% | 46 |
|
|
2020
Q4 | $647K | Buy |
4,065
+643
| +19% | +$102K | 0.25% | 46 |
|
|
2020
Q3 | $569K | Buy |
3,422
+411
| +14% | +$68.3K | 0.25% | 46 |
|
|
2020
Q2 | $503K | Buy |
3,011
+123
| +4% | +$20.5K | 0.26% | 42 |
|
|
2020
Q1 | $417K | Buy |
2,888
+252
| +10% | +$36.4K | 0.26% | 42 |
|
|
2019
Q4 | $374K | Buy |
+2,636
| New | +$374K | 0.21% | 43 |
|