Mark Sheptoff Financial Planning’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-65
| Closed | -$7.41K | – | 385 |
|
|
2023
Q2 | $7.41K | Hold |
65
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $8.7K | Hold |
65
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $8.82K | Hold |
65
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $9K | Hold |
65
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $11K | Hold |
65
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $12K | Hold |
65
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $14K | Hold |
65
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $11K | Hold |
65
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $13K | Sell |
65
-327
| -83% | -$65.4K | 0.01% | 305 |
|
|
2021
Q1 | $67K | Buy |
392
+201
| +105% | +$34.4K | 0.04% | 144 |
|
|
2020
Q4 | $30K | Buy |
+191
| New | +$30K | 0.02% | 189 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$11K | – | 332 |
|
|
2020
Q2 | $11K | Hold |
65
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $9K | Hold |
65
| – | – | 0.01% | 243 |
|
|
2019
Q4 | $9K | Hold |
65
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $9K | Buy |
+65
| New | +$9K | 0.01% | 279 |
|