Occidental Asset Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,183
| Closed | -$2.21M | – | 212 |
|
|
2023
Q4 | $2.21M | Buy |
19,183
+4,453
| +30% | +$513K | 0.46% | 67 |
|
|
2023
Q3 | $1.36M | Buy |
14,730
+5,622
| +62% | +$517K | 0.31% | 83 |
|
|
2023
Q2 | $1.04M | Buy |
9,108
+899
| +11% | +$102K | 0.24% | 105 |
|
|
2023
Q1 | $1.1M | Buy |
8,209
+238
| +3% | +$31.9K | 0.27% | 99 |
|
|
2022
Q4 | $1.08M | Buy |
+7,971
| New | +$1.08M | 0.29% | 96 |
|