Omnia Family Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-29
| Closed | -$4K | – | 172 |
|
|
2019
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 337 |
|
|
2018
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 328 |
|
|
2018
Q3 | $3K | Sell |
29
-58
| -67% | -$6K | ﹤0.01% | 359 |
|
|
2018
Q2 | $9K | Hold |
87
| – | – | ﹤0.01% | 260 |
|
|
2018
Q1 | $10K | Sell |
87
-141
| -62% | -$16.2K | ﹤0.01% | 260 |
|
|
2017
Q4 | $25K | Buy |
228
+141
| +162% | +$15.5K | 0.01% | 210 |
|
|
2017
Q3 | $9K | Hold |
87
| – | – | ﹤0.01% | 276 |
|
|
2017
Q2 | $9K | Buy |
87
+58
| +200% | +$6K | ﹤0.01% | 294 |
|
|
2017
Q1 | $3K | Buy |
29
+18
| +164% | +$1.86K | ﹤0.01% | 492 |
|
|
2016
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 667 |
|