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