McKinley Carter Wealth Services’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 |
-1,090
| Closed | -$201K | – | 289 |
|
2022
Q1 | $201K | Buy |
1,090
+15
| +1% | +$2.77K | 0.02% | 285 |
|
2021
Q4 | $224K | Buy |
+1,075
| New | +$224K | 0.02% | 277 |
|
2021
Q3 | – | Sell |
-1,070
| Closed | -$209K | – | 289 |
|
2021
Q2 | $209K | Buy |
+1,070
| New | +$209K | 0.02% | 275 |
|
2021
Q1 | – | Sell |
-1,291
| Closed | -$206K | – | 287 |
|
2020
Q4 | $206K | Buy |
+1,291
| New | +$206K | 0.03% | 253 |
|
2018
Q2 | – | Sell |
-1,248
| Closed | -$137K | – | 197 |
|
2018
Q1 | $137K | Buy |
+1,248
| New | +$137K | 0.04% | 190 |
|