Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,905
| Closed | -$255K | – | 565 |
|
|
2023
Q1 | $255K | Buy |
+1,905
| New | +$255K | 0.01% | 306 |
|
|
2022
Q3 | – | Sell |
-1,227
| Closed | -$207K | – | 319 |
|
|
2022
Q2 | $207K | Buy |
1,227
+11
| +0.9% | +$1.86K | 0.01% | 315 |
|
|
2022
Q1 | $224K | Sell |
1,216
-9
| -0.7% | -$1.66K | 0.01% | 327 |
|
|
2021
Q4 | $256K | Hold |
1,225
| – | – | 0.01% | 472 |
|
|
2021
Q3 | $212K | Hold |
1,225
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $239K | Buy |
1,225
+13
| +1% | +$2.54K | 0.01% | 206 |
|
|
2021
Q1 | $209K | Buy |
+1,212
| New | +$209K | 0.01% | 219 |
|