Perennial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-235
| Closed | -$46K | – | 112 |
|
|
2021
Q2 | $46K | Hold |
235
| – | – | 0.01% | 154 |
|
|
2021
Q1 | $40K | Buy |
235
+102
| +77% | +$17.4K | 0.01% | 158 |
|
|
2020
Q4 | $21K | Buy |
+133
| New | +$21K | 0.01% | 179 |
|
|
2020
Q3 | – | Sell |
-133
| Closed | -$22K | – | 98 |
|
|
2020
Q2 | $22K | Buy |
+133
| New | +$22K | 0.01% | 167 |
|