Meristem Family Wealth’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,867
Closed -$390K 351
2021
Q4
$390K Buy
1,867
+5
+0.3% +$1.04K 0.03% 262
2021
Q3
$323K Buy
1,862
+176
+10% +$30.5K 0.03% 300
2021
Q2
$329K Buy
+1,686
New +$329K 0.05% 240