Peterson Wealth Services’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$3.17K | – | 207 |
|
|
2024
Q4 | $3.17K | Buy |
35
+12
| +52% | +$1.09K | ﹤0.01% | 201 |
|
|
2024
Q3 | $2.77K | Buy |
+23
| New | +$2.77K | ﹤0.01% | 206 |
|
|
2023
Q3 | – | Sell |
-6,820
| Closed | -$777K | – | 67 |
|
|
2023
Q2 | $777K | Buy |
+6,820
| New | +$777K | 0.37% | 63 |
|
|
2022
Q4 | – | Sell |
-4,121
| Closed | -$596K | – | 90 |
|
|
2022
Q3 | $596K | Buy |
4,121
+1,105
| +37% | +$160K | 0.42% | 62 |
|
|
2022
Q2 | $508K | Buy |
3,016
+502
| +20% | +$84.6K | 0.37% | 56 |
|
|
2022
Q1 | $464K | Buy |
+2,514
| New | +$464K | 0.29% | 62 |
|