MYCIO Wealth Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,656
| Closed | -$378K | – | 81 |
|
|
2019
Q4 | $378K | Buy |
2,656
+343
| +15% | +$48.8K | 0.02% | 228 |
|
|
2019
Q3 | $322K | Buy |
2,313
+90
| +4% | +$12.5K | 0.02% | 235 |
|
|
2019
Q2 | $290K | Buy |
2,223
+62
| +3% | +$8.09K | 0.02% | 239 |
|
|
2019
Q1 | $277K | Buy |
2,161
+21
| +1% | +$2.69K | 0.02% | 229 |
|
|
2018
Q4 | $232K | Hold |
2,140
| – | – | 0.02% | 245 |
|
|
2018
Q3 | $238K | Hold |
2,140
| – | – | 0.02% | 249 |
|
|
2018
Q2 | $231K | Sell |
2,140
-311
| -13% | -$33.6K | 0.02% | 247 |
|
|
2018
Q1 | $269K | Hold |
2,451
| – | – | 0.03% | 201 |
|
|
2017
Q4 | $272K | Hold |
2,451
| – | – | 0.03% | 202 |
|
|
2017
Q3 | $245K | Hold |
2,451
| – | – | 0.03% | 216 |
|
|
2017
Q2 | $246K | Sell |
2,451
-300
| -11% | -$30.1K | 0.03% | 196 |
|
|
2017
Q1 | $260K | Buy |
+2,751
| New | +$260K | 0.03% | 190 |
|
|
2016
Q4 | – | Sell |
-1,905
| Closed | -$179K | – | 284 |
|
|
2016
Q3 | $179K | Hold |
1,905
| – | – | 0.03% | 192 |
|
|
2016
Q2 | $193K | Buy |
1,905
+625
| +49% | +$63.3K | 0.03% | 172 |
|
|
2016
Q1 | $111K | Buy |
+1,280
| New | +$111K | 0.02% | 212 |
|