Napa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,765
| Closed | -$328K | – | 183 |
|
|
2024
Q3 | $328K | Buy |
2,765
+122
| +5% | +$14.5K | 0.16% | 123 |
|
|
2024
Q2 | $258K | Sell |
2,643
-17
| -0.6% | -$1.66K | 0.17% | 90 |
|
|
2024
Q1 | $281K | Buy |
2,660
+3
| +0.1% | +$317 | 0.15% | 54 |
|
|
2023
Q4 | $306K | Buy |
+2,657
| New | +$306K | 0.17% | 88 |
|