Nicola 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-46,000
| Closed | -$6.54M | – | 112 |
|
|
2019
Q4 | $6.54M | Hold |
46,000
| – | – | 0.98% | 41 |
|
|
2019
Q3 | $6.39M | Buy |
46,000
+14,000
| +44% | +$1.95M | 1% | 43 |
|
|
2019
Q2 | $4.17M | Sell |
32,000
-8,000
| -20% | -$1.04M | 0.69% | 62 |
|
|
2019
Q1 | $5.12M | Hold |
40,000
| – | – | 0.77% | 56 |
|
|
2018
Q4 | $4.35M | Sell |
40,000
-7,000
| -15% | -$760K | 0.72% | 59 |
|
|
2018
Q3 | $5.23M | Hold |
47,000
| – | – | 0.9% | 44 |
|
|
2018
Q2 | $5.07M | Buy |
47,000
+7,000
| +18% | +$755K | 0.98% | 38 |
|
|
2018
Q1 | $4.38M | Buy |
+40,000
| New | +$4.38M | 0.88% | 48 |
|