Optimum Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
5,285
| – | – | 0.24% | 85 |
|
|
2025
Q1 | $551K | Sell |
5,285
-150
| -3% | -$15.6K | 0.26% | 81 |
|
|
2024
Q4 | $493K | Hold |
5,435
| – | – | 0.22% | 92 |
|
|
2024
Q3 | $645K | Sell |
5,435
-975
| -15% | -$116K | 0.28% | 79 |
|
|
2024
Q2 | $626K | Buy |
6,410
+600
| +10% | +$58.6K | 0.28% | 77 |
|
|
2024
Q1 | $615K | Buy |
5,810
+2,635
| +83% | +$279K | 0.28% | 80 |
|
|
2023
Q4 | $366K | Buy |
+3,175
| New | +$366K | 0.18% | 116 |
|
|
2023
Q1 | – | Sell |
-24
| Closed | -$3.26K | – | 740 |
|
|
2022
Q4 | $3.26K | Hold |
24
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 683 |
|
|
2022
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 745 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$59K | – | 832 |
|
|
2021
Q2 | $59K | Hold |
300
| – | – | 0.02% | 467 |
|
|
2021
Q1 | $52K | Sell |
300
-100
| -25% | -$17.3K | 0.02% | 495 |
|
|
2020
Q4 | $64K | Sell |
400
-100
| -20% | -$16K | 0.02% | 433 |
|
|
2020
Q3 | $83K | Hold |
500
| – | – | 0.03% | 357 |
|
|
2020
Q2 | $84K | Sell |
500
-100
| -17% | -$16.8K | 0.03% | 352 |
|
|
2020
Q1 | $87K | Buy |
600
+314
| +110% | +$45.5K | 0.04% | 327 |
|
|
2019
Q4 | $41K | Sell |
286
-875
| -75% | -$125K | 0.01% | 549 |
|
|
2019
Q3 | $161K | Buy |
+1,161
| New | +$161K | 0.05% | 302 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$5K | – | 988 |
|
|
2018
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 841 |
|
|
2018
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 911 |
|
|
2018
Q2 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 924 |
|