Mount Yale Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
+1,179
| New | +$121K | 0.01% | 621 |
|
|
2023
Q1 | – | Sell |
-1,957
| Closed | -$265K | – | 485 |
|
|
2022
Q4 | $265K | Sell |
1,957
-3,880
| -66% | -$526K | 0.03% | 377 |
|
|
2022
Q3 | $844K | Sell |
5,837
-68
| -1% | -$9.83K | 0.11% | 192 |
|
|
2022
Q2 | $994K | Buy |
5,905
+149
| +3% | +$25.1K | 0.13% | 175 |
|
|
2022
Q1 | $1.06M | Sell |
5,756
-21
| -0.4% | -$3.88K | 0.12% | 183 |
|
|
2021
Q4 | $1.21M | Buy |
5,777
+7
| +0.1% | +$1.46K | 0.13% | 179 |
|
|
2021
Q3 | $1M | Buy |
5,770
+49
| +0.9% | +$8.49K | 0.12% | 191 |
|
|
2021
Q2 | $1.12M | Sell |
5,721
-4
| -0.1% | -$780 | 0.14% | 162 |
|
|
2021
Q1 | $985K | Buy |
5,725
+2,536
| +80% | +$436K | 0.13% | 165 |
|
|
2020
Q4 | $508K | Sell |
3,189
-4,993
| -61% | -$795K | 0.07% | 251 |
|
|
2020
Q3 | $1.36M | Buy |
8,182
+1,384
| +20% | +$230K | 0.19% | 107 |
|
|
2020
Q2 | $1.14M | Buy |
6,798
+2,079
| +44% | +$348K | 0.2% | 111 |
|
|
2020
Q1 | $681K | Sell |
4,719
-312
| -6% | -$45K | 0.15% | 136 |
|
|
2019
Q4 | $754K | Sell |
5,031
-588
| -10% | -$88.1K | 0.13% | 138 |
|
|
2019
Q3 | $734K | Buy |
5,619
+115
| +2% | +$15K | 0.13% | 135 |
|
|
2019
Q2 | $761K | Sell |
5,504
-233
| -4% | -$32.2K | 0.14% | 127 |
|
|
2019
Q1 | $734K | Sell |
5,737
-184
| -3% | -$23.5K | 0.14% | 129 |
|
|
2018
Q4 | $701K | Sell |
5,921
-448
| -7% | -$53K | 0.14% | 138 |
|
|
2018
Q3 | $712K | Buy |
6,369
+191
| +3% | +$21.4K | 0.12% | 135 |
|
|
2018
Q2 | $666K | Sell |
6,178
-23
| -0.4% | -$2.48K | 0.13% | 146 |
|
|
2018
Q1 | $680K | Buy |
+6,201
| New | +$680K | 0.15% | 135 |
|