Patriot Financial Group Insurance Agency’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,730
| Closed | -$365K | – | 467 |
|
|
2023
Q1 | $365K | Buy |
2,730
+15
| +0.6% | +$2.01K | 0.07% | 284 |
|
|
2022
Q4 | $368K | Hold |
2,715
| – | – | 0.05% | 268 |
|
|
2022
Q3 | $392K | Buy |
2,715
+311
| +13% | +$44.9K | 0.1% | 233 |
|
|
2022
Q2 | $405K | Sell |
2,404
-150
| -6% | -$25.3K | 0.08% | 240 |
|
|
2022
Q1 | $472K | Buy |
2,554
+50
| +2% | +$9.24K | 0.08% | 243 |
|
|
2021
Q4 | $523K | Buy |
2,504
+2,100
| +520% | +$439K | 0.09% | 238 |
|
|
2021
Q3 | $70K | Hold |
404
| – | – | 0.01% | 753 |
|
|
2021
Q2 | $79K | Buy |
404
+10
| +3% | +$1.96K | 0.01% | 699 |
|
|
2021
Q1 | $68K | Buy |
394
+36
| +10% | +$6.21K | 0.02% | 671 |
|
|
2020
Q4 | $57K | Buy |
358
+5
| +1% | +$796 | 0.01% | 650 |
|
|
2020
Q3 | $59K | Sell |
353
-656
| -65% | -$110K | 0.02% | 501 |
|
|
2020
Q2 | $169K | Buy |
1,009
+67
| +7% | +$11.2K | 0.06% | 261 |
|
|
2020
Q1 | $136K | Buy |
+942
| New | +$136K | 0.06% | 268 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1253 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1024 |
|
|
2018
Q2 | – | Sell |
-401
| Closed | -$44K | – | 629 |
|
|
2018
Q1 | $44K | Buy |
401
+276
| +221% | +$30.3K | 0.03% | 332 |
|
|
2017
Q4 | $13K | Buy |
125
+71
| +131% | +$7.38K | 0.01% | 536 |
|
|
2017
Q3 | $6K | Hold |
54
| – | – | 0.01% | 658 |
|
|
2017
Q2 | $5K | Buy |
54
+16
| +42% | +$1.48K | 0.01% | 662 |
|
|
2017
Q1 | $4K | Buy |
38
+7
| +23% | +$737 | ﹤0.01% | 655 |
|
|
2016
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 626 |
|