Marcum Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,844
| Closed | -$219K | – | 414 |
|
|
2024
Q3 | $219K | Buy |
+1,844
| New | +$219K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-2,296
| Closed | -$243K | – | 391 |
|
|
2024
Q1 | $243K | Buy |
2,296
+73
| +3% | +$7.73K | 0.02% | 307 |
|
|
2023
Q4 | $256K | Sell |
2,223
-1,320
| -37% | -$152K | 0.03% | 289 |
|
|
2023
Q3 | $326K | Sell |
3,543
-1,599
| -31% | -$147K | 0.04% | 231 |
|
|
2023
Q2 | $586K | Buy |
5,142
+310
| +6% | +$35.3K | 0.07% | 146 |
|
|
2023
Q1 | $647K | Buy |
4,832
+1,305
| +37% | +$175K | 0.08% | 141 |
|
|
2022
Q4 | $478K | Sell |
3,527
-1,091
| -24% | -$148K | 0.06% | 174 |
|
|
2022
Q3 | $668K | Buy |
4,618
+355
| +8% | +$51.4K | 0.1% | 128 |
|
|
2022
Q2 | $718K | Sell |
4,263
-125
| -3% | -$21.1K | 0.11% | 117 |
|
|
2022
Q1 | $810K | Sell |
4,388
-788
| -15% | -$145K | 0.11% | 117 |
|
|
2021
Q4 | $1.08M | Buy |
5,176
+293
| +6% | +$61.1K | 0.15% | 96 |
|
|
2021
Q3 | $846K | Sell |
4,883
-354
| -7% | -$61.3K | 0.13% | 109 |
|
|
2021
Q2 | $1.02M | Sell |
5,237
-260
| -5% | -$50.7K | 0.17% | 90 |
|
|
2021
Q1 | $946K | Buy |
5,497
+4,223
| +331% | +$727K | 0.16% | 99 |
|
|
2020
Q4 | $203K | Buy |
+1,274
| New | +$203K | 0.05% | 141 |
|