Personal CFO Solutions’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,039
| Closed | -$212K | – | 488 |
|
|
2025
Q1 | $212K | Buy |
+2,039
| New | +$212K | 0.04% | 413 |
|
|
2024
Q2 | – | Sell |
-2,833
| Closed | -$300K | – | 541 |
|
|
2024
Q1 | $300K | Buy |
2,833
+27
| +1% | +$2.86K | 0.05% | 397 |
|
|
2023
Q4 | $323K | Sell |
2,806
-267
| -9% | -$30.8K | 0.06% | 357 |
|
|
2023
Q3 | $283K | Buy |
3,073
+155
| +5% | +$14.3K | 0.06% | 337 |
|
|
2023
Q2 | $332K | Buy |
2,918
+63
| +2% | +$7.18K | 0.07% | 307 |
|
|
2023
Q1 | $382K | Sell |
2,855
-49
| -2% | -$6.56K | 0.08% | 254 |
|
|
2022
Q4 | $394K | Buy |
2,904
+339
| +13% | +$46K | 0.08% | 230 |
|
|
2022
Q3 | $371K | Buy |
2,565
+189
| +8% | +$27.3K | 0.09% | 210 |
|
|
2022
Q2 | $400K | Buy |
2,376
+198
| +9% | +$33.3K | 0.09% | 197 |
|
|
2022
Q1 | $402K | Sell |
2,178
-47
| -2% | -$8.68K | 0.08% | 242 |
|
|
2021
Q4 | $464K | Buy |
2,225
+192
| +9% | +$40K | 0.09% | 210 |
|
|
2021
Q3 | $352K | Buy |
2,033
+78
| +4% | +$13.5K | 0.07% | 250 |
|
|
2021
Q2 | $381K | Buy |
1,955
+18
| +0.9% | +$3.51K | 0.08% | 228 |
|
|
2021
Q1 | $333K | Buy |
+1,937
| New | +$333K | 0.07% | 231 |
|
|
2020
Q3 | – | Sell |
-2,555
| Closed | -$428K | – | 169 |
|
|
2020
Q2 | $428K | Buy |
2,555
+552
| +28% | +$92.5K | 0.13% | 152 |
|
|
2020
Q1 | $289K | Sell |
2,003
-111
| -5% | -$16K | 0.1% | 177 |
|
|
2019
Q4 | $300K | Sell |
2,114
-63
| -3% | -$8.94K | 0.09% | 206 |
|
|
2019
Q3 | $303K | Buy |
+2,177
| New | +$303K | 0.12% | 197 |
|