Neville Rodie & Shaw’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,788
Closed -$257K 247
2023
Q3
$257K Sell
2,788
-149
-5% -$13.7K 0.02% 219
2023
Q2
$335K Sell
2,937
-220
-7% -$25.1K 0.03% 206
2023
Q1
$423K Sell
3,157
-313
-9% -$41.9K 0.04% 194
2022
Q4
$471K Sell
3,470
-4,878
-58% -$662K 0.04% 183
2022
Q3
$1.21M Sell
8,348
-118
-1% -$17.1K 0.12% 107
2022
Q2
$1.43M Sell
8,466
-78
-0.9% -$13.1K 0.13% 104
2022
Q1
$1.62M Sell
8,544
-134
-2% -$25.3K 0.12% 106
2021
Q4
$1.81M Buy
8,678
+2,432
+39% +$508K 0.13% 102
2021
Q3
$1.08M Sell
6,246
-11
-0.2% -$1.91K 0.08% 132
2021
Q2
$1.22M Sell
6,257
-158
-2% -$30.8K 0.09% 119
2021
Q1
$1.1M Buy
6,415
+230
+4% +$39.6K 0.09% 123
2020
Q4
$985K Sell
6,185
-365
-6% -$58.1K 0.09% 123
2020
Q3
$1.09M Buy
+6,550
New +$1.09M 0.1% 111