Next Financial Group’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$579K Buy
2,774
+143
+5% +$29.8K 0.04% 482
2021
Q3
$456K Buy
2,631
+499
+23% +$86.5K 0.04% 499
2021
Q2
$416K Buy
2,132
+280
+15% +$54.6K 0.03% 542
2021
Q1
$319K Sell
1,852
-2,196
-54% -$378K 0.03% 605
2020
Q4
$644K Buy
4,048
+291
+8% +$46.3K 0.06% 303
2020
Q3
$626K Sell
3,757
-398
-10% -$66.3K 0.07% 285
2020
Q2
$695K Sell
4,155
-426
-9% -$71.3K 0.08% 244
2020
Q1
$662K Sell
4,581
-806
-15% -$116K 0.09% 217
2019
Q4
$765K Sell
5,387
-542
-9% -$77K 0.08% 271
2019
Q3
$824K Buy
5,929
+2,755
+87% +$383K 0.09% 260
2019
Q2
$414K Buy
3,174
+140
+5% +$18.3K 0.04% 392
2019
Q1
$388K Buy
3,034
+1,775
+141% +$227K 0.1% 168
2018
Q4
$137K Sell
1,259
-341
-21% -$37.1K 0.03% 496
2018
Q3
$178K Sell
1,600
-1,172
-42% -$130K 0.08% 223
2018
Q2
$299K Sell
2,772
-285
-9% -$30.7K 0.11% 199
2018
Q1
$335K Buy
3,057
+675
+28% +$74K 0.07% 274
2017
Q4
$264K Sell
2,382
-562
-19% -$62.3K 0.11% 212
2017
Q3
$302K Sell
2,944
-247
-8% -$25.3K 0.08% 241
2017
Q2
$320K Sell
3,191
-45
-1% -$4.51K 0.08% 260
2017
Q1
$306K Sell
3,236
-208
-6% -$19.7K 0.09% 233
2016
Q4
$299K Buy
3,444
+1,228
+55% +$107K 0.05% 358
2016
Q3
$209K Buy
2,216
+244
+12% +$23K 0.04% 457
2016
Q2
$200K Buy
1,972
+36
+2% +$3.65K 0.06% 300
2016
Q1
$167K Buy
1,936
+2
+0.1% +$173 0.06% 317
2015
Q4
$167K Buy
1,934
+427
+28% +$36.9K 0.06% 317
2015
Q3
$118K Sell
1,507
-218
-13% -$17.1K 0.04% 389
2015
Q2
$138K Buy
1,725
+25
+1% +$2K 0.05% 386
2015
Q1
$140K Sell
1,700
-100
-6% -$8.24K 0.04% 381
2014
Q4
$142K Buy
1,800
+244
+16% +$19.2K 0.05% 363
2014
Q3
$125K Buy
1,556
+1,000
+180% +$80.3K 0.02% 590
2014
Q2
$43K Buy
+556
New +$43K 0.02% 383