Patton Albertson Miller Group’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,380
| Closed | -$288K | – | 246 |
|
2021
Q4 | $288K | Sell |
1,380
-65
| -4% | -$13.6K | 0.05% | 221 |
|
2021
Q3 | $250K | Sell |
1,445
-200
| -12% | -$34.6K | 0.05% | 226 |
|
2021
Q2 | $321K | Sell |
1,645
-16
| -1% | -$3.12K | 0.07% | 175 |
|
2021
Q1 | $286K | Hold |
1,661
| – | – | 0.07% | 181 |
|
2020
Q4 | $269K | Buy |
1,661
+16
| +1% | +$2.59K | 0.06% | 188 |
|
2020
Q3 | $274K | Sell |
1,645
-535
| -25% | -$89.1K | 0.08% | 182 |
|
2020
Q2 | $365K | Sell |
2,180
-187
| -8% | -$31.3K | 0.11% | 165 |
|
2020
Q1 | $342K | Hold |
2,367
| – | – | 0.12% | 164 |
|
2019
Q4 | $336K | Sell |
2,367
-445
| -16% | -$63.2K | 0.09% | 193 |
|
2019
Q3 | $391K | Buy |
2,812
+775
| +38% | +$108K | 0.11% | 181 |
|
2019
Q2 | $288K | Buy |
+2,037
| New | +$288K | 0.08% | 203 |
|