Mid Atlantic Financial Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $574K | Sell |
3,314
-405
| -11% | -$70.1K | 0.04% | 414 |
|
2021
Q2 | $726K | Buy |
3,719
+433
| +13% | +$84.5K | 0.05% | 348 |
|
2021
Q1 | $566K | Sell |
3,286
-833
| -20% | -$143K | 0.04% | 392 |
|
2020
Q4 | $656K | Buy |
4,119
+2,671
| +184% | +$425K | 0.05% | 327 |
|
2020
Q3 | $234K | Buy |
+1,448
| New | +$234K | 0.02% | 617 |
|
2020
Q1 | – | Sell |
-1,594
| Closed | -$227K | – | 688 |
|
2019
Q4 | $227K | Sell |
1,594
-294
| -16% | -$41.9K | 0.02% | 608 |
|
2019
Q3 | $262K | Sell |
1,888
-445
| -19% | -$61.8K | 0.03% | 548 |
|
2019
Q2 | $304K | Sell |
2,333
-77
| -3% | -$10K | 0.03% | 515 |
|
2019
Q1 | $308K | Buy |
2,410
+311
| +15% | +$39.7K | 0.03% | 501 |
|
2018
Q4 | $228K | Buy |
+2,099
| New | +$228K | 0.03% | 550 |
|