MGIA
Moneta Group Investment Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,591
| Closed | -$307K | – | 671 |
|
|
2024
Q3 | $307K | Buy |
+2,591
| New | +$307K | ﹤0.01% | 511 |
|
|
2024
Q2 | – | Sell |
-1,902
| Closed | -$201K | – | 613 |
|
|
2024
Q1 | $201K | Sell |
1,902
-348
| -15% | -$36.8K | ﹤0.01% | 575 |
|
|
2023
Q4 | $259K | Sell |
2,250
-300
| -12% | -$34.6K | 0.01% | 476 |
|
|
2023
Q3 | $235K | Sell |
2,550
-768
| -23% | -$70.7K | 0.01% | 453 |
|
|
2023
Q2 | $378K | Sell |
3,318
-1,053
| -24% | -$120K | 0.01% | 388 |
|
|
2023
Q1 | $585K | Buy |
4,371
+1,321
| +43% | +$177K | 0.01% | 286 |
|
|
2022
Q4 | $452K | Sell |
3,050
-817
| -21% | -$121K | 0.01% | 308 |
|
|
2022
Q3 | $559K | Sell |
3,867
-587
| -13% | -$84.9K | 0.02% | 261 |
|
|
2022
Q2 | $750K | Sell |
4,454
-194
| -4% | -$32.7K | 0.03% | 244 |
|
|
2022
Q1 | $858K | Buy |
4,648
+245
| +6% | +$45.2K | 0.03% | 221 |
|
|
2021
Q4 | $919K | Buy |
4,403
+197
| +5% | +$41.1K | 0.04% | 221 |
|
|
2021
Q3 | $729K | Sell |
4,206
-561
| -12% | -$97.2K | 0.03% | 229 |
|
|
2021
Q2 | $930K | Buy |
4,767
+445
| +10% | +$86.8K | 0.04% | 204 |
|
|
2021
Q1 | $744K | Buy |
4,322
+2,224
| +106% | +$383K | 0.04% | 208 |
|
|
2020
Q4 | $334K | Sell |
2,098
-100
| -5% | -$15.9K | 0.02% | 241 |
|
|
2020
Q3 | $366K | Sell |
2,198
-963
| -30% | -$160K | 0.03% | 201 |
|
|
2020
Q2 | $529K | Buy |
3,161
+446
| +16% | +$74.6K | 0.05% | 154 |
|
|
2020
Q1 | $392K | Buy |
2,715
+1,160
| +75% | +$167K | 0.04% | 174 |
|
|
2019
Q4 | $221K | Buy |
+1,555
| New | +$221K | 0.02% | 229 |
|
|
2018
Q3 | – | Sell |
-582
| Closed | -$63K | – | 252 |
|
|
2018
Q2 | $63K | Buy |
+582
| New | +$63K | 0.01% | 301 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | – | – | 611 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 464 |
|
|
2015
Q4 | – | Sell |
-625
| Closed | -$49K | – | 183 |
|
|
2015
Q3 | $49K | Buy |
+625
| New | +$49K | 0.01% | 233 |
|