Paragon Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,925
| Closed | -$219K | – | 128 |
|
|
2023
Q2 | $219K | Sell |
1,925
-15
| -0.8% | -$1.71K | 0.17% | 118 |
|
|
2023
Q1 | $260K | Sell |
1,940
-71
| -4% | -$9.5K | 0.22% | 108 |
|
|
2022
Q4 | $273K | Buy |
2,011
+45
| +2% | +$6.1K | 0.25% | 101 |
|
|
2022
Q3 | $249K | Sell |
1,966
-81
| -4% | -$10.3K | 0.24% | 99 |
|
|
2022
Q2 | $345K | Hold |
2,047
| – | – | 0.37% | 73 |
|
|
2022
Q1 | $378K | Buy |
2,047
+20
| +1% | +$3.69K | 0.37% | 72 |
|
|
2021
Q4 | $423K | Buy |
+2,027
| New | +$423K | 0.38% | 72 |
|