MCIA
Mountain Capital Investment Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,455
| Closed | -$1.39M | – | 61 |
|
|
2023
Q2 | $1.39M | Sell |
12,455
-3,178
| -20% | -$354K | 0.52% | 37 |
|
|
2023
Q1 | $2.09M | Sell |
15,633
-80
| -0.5% | -$10.7K | 0.92% | 34 |
|
|
2022
Q4 | $2.31M | Buy |
15,713
+4,891
| +45% | +$719K | 1.05% | 27 |
|
|
2022
Q3 | $1.41M | Buy |
10,822
+1,072
| +11% | +$140K | 0.74% | 48 |
|
|
2022
Q2 | $1.67M | Sell |
9,750
-563
| -5% | -$96.6K | 0.84% | 34 |
|
|
2022
Q1 | $2.02M | Sell |
10,313
-846
| -8% | -$166K | 0.96% | 25 |
|
|
2021
Q4 | $2.09M | Buy |
11,159
+3,128
| +39% | +$587K | 0.95% | 22 |
|
|
2021
Q3 | $1.36M | Buy |
8,031
+353
| +5% | +$60K | 0.72% | 37 |
|
|
2021
Q2 | $1.54M | Sell |
7,678
-1,245
| -14% | -$250K | 0.71% | 28 |
|
|
2021
Q1 | $1.58M | Buy |
8,923
+1,104
| +14% | +$195K | 0.79% | 32 |
|
|
2020
Q4 | $1.2M | Sell |
7,819
-1,448
| -16% | -$222K | 0.72% | 37 |
|
|
2020
Q3 | $1.56M | Buy |
+9,267
| New | +$1.56M | 1.01% | 27 |
|