Nvest Financial’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,931
| Closed | -$2.32M | – | 92 |
|
|
2024
Q1 | $2.32M | Buy |
21,931
+2,460
| +13% | +$260K | 1.55% | 21 |
|
|
2023
Q4 | $2.24M | Buy |
+19,471
| New | +$2.24M | 1.76% | 19 |
|
|
2022
Q2 | – | Sell |
-4,931
| Closed | -$910K | – | 54 |
|
|
2022
Q1 | $910K | Buy |
+4,931
| New | +$910K | 0.75% | 39 |
|