Meridian 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,282
| Closed | -$271K | – | 631 |
|
2024
Q3 | $271K | Sell |
2,282
-1,064
| -32% | -$126K | 0.01% | 544 |
|
2024
Q2 | $327K | Buy |
+3,346
| New | +$327K | 0.04% | 226 |
|
2024
Q1 | – | Sell |
-13,891
| Closed | -$1.6M | – | 235 |
|
2023
Q4 | $1.6M | Buy |
+13,891
| New | +$1.6M | 0.1% | 190 |
|
2021
Q1 | – | Sell |
-2,258
| Closed | -$359K | – | 364 |
|
2020
Q4 | $359K | Buy |
+2,258
| New | +$359K | 0.06% | 240 |
|
2020
Q1 | – | Sell |
-3,762
| Closed | -$534K | – | 208 |
|
2019
Q4 | $534K | Buy |
3,762
+726
| +24% | +$103K | 0.26% | 79 |
|
2019
Q3 | $422K | Buy |
+3,036
| New | +$422K | 0.2% | 105 |
|