Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-70,466
| Closed | -$6.66M | – | 77 |
|
|
2017
Q1 | $6.66M | Buy |
70,466
+1,867
| +3% | +$176K | 1.06% | 35 |
|
|
2016
Q4 | $5.95M | Sell |
68,599
-150
| -0.2% | -$13K | 1.13% | 34 |
|
|
2016
Q3 | $6.48M | Sell |
68,749
-2,083
| -3% | -$196K | 1.25% | 29 |
|
|
2016
Q2 | $7.19M | Buy |
70,832
+1,392
| +2% | +$141K | 1.42% | 25 |
|
|
2016
Q1 | $6.01M | Buy |
69,440
+975
| +1% | +$84.3K | 1.21% | 31 |
|
|
2015
Q4 | $5.92M | Buy |
68,465
+147
| +0.2% | +$12.7K | 1.23% | 31 |
|
|
2015
Q3 | $5.39M | Buy |
68,318
+1,937
| +3% | +$153K | 1.25% | 31 |
|
|
2015
Q2 | $5.33M | Buy |
66,381
+689
| +1% | +$55.3K | 1.19% | 31 |
|
|
2015
Q1 | $5.42M | Buy |
65,692
+2,506
| +4% | +$207K | 1.21% | 29 |
|
|
2014
Q4 | $4.97M | Buy |
63,186
+1,093
| +2% | +$86K | 1.16% | 34 |
|
|
2014
Q3 | $5M | Buy |
62,093
+1,635
| +3% | +$132K | 1.23% | 28 |
|
|
2014
Q2 | $4.49M | Buy |
60,458
+252
| +0.4% | +$18.7K | 1.14% | 34 |
|
|
2014
Q1 | $4.44M | Sell |
60,206
-24,298
| -29% | -$1.79M | 1.19% | 34 |
|
|
2013
Q4 | $6.21M | Sell |
84,504
-705
| -0.8% | -$51.8K | 1.71% | 18 |
|
|
2013
Q3 | $6.22M | Sell |
85,209
-2,978
| -3% | -$217K | 1.84% | 15 |
|
|
2013
Q2 | $6.38M | Buy |
+88,187
| New | +$6.38M | 2.02% | 13 |
|