Naviter Wealth’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 | $2.65M | Buy |
25,801
+2,911
| +13% | +$299K | 0.33% | 79 |
|
2025
Q1 | $2.41M | Sell |
22,890
-440
| -2% | -$46.3K | 0.29% | 89 |
|
2024
Q4 | $2.12M | Sell |
23,330
-11,070
| -32% | -$1M | 0.26% | 109 |
|
2024
Q3 | $4.08M | Sell |
34,400
-4,815
| -12% | -$571K | 0.57% | 46 |
|
2024
Q2 | $3.83M | Buy |
39,215
+796
| +2% | +$77.8K | 0.57% | 39 |
|
2024
Q1 | $4.07M | Sell |
38,419
-978
| -2% | -$104K | 0.67% | 32 |
|
2023
Q4 | $4.54M | Buy |
39,397
+8,772
| +29% | +$1.01M | 0.91% | 26 |
|
2023
Q3 | $2.82M | Buy |
30,625
+11,927
| +64% | +$1.1M | 0.68% | 31 |
|
2023
Q2 | $2.13M | Sell |
18,698
-1,497
| -7% | -$171K | 0.54% | 41 |
|
2023
Q1 | $2.7M | Buy |
20,195
+3,867
| +24% | +$518K | 0.95% | 18 |
|
2022
Q4 | $2.37M | Buy |
16,328
+2,913
| +22% | +$423K | 0.65% | 29 |
|
2022
Q3 | $1.94M | Buy |
13,415
+4,327
| +48% | +$625K | 0.79% | 18 |
|
2022
Q2 | $1.53M | Buy |
9,088
+166
| +2% | +$27.9K | 0.63% | 29 |
|
2022
Q1 | $1.65M | Sell |
8,922
-300
| -3% | -$55.4K | 0.55% | 43 |
|
2021
Q4 | $1.93M | Buy |
+9,222
| New | +$1.93M | 0.58% | 47 |
|