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Precedent Wealth Partners’s Crown Castle CCI Stock Holding History

Precedent Wealth Partners’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,018
Closed -$637K – 135
2024
Q1 		$637K Buy
6,018
+830
+16% +$87.8K 0.27% 88
2023
Q4 		$598K Buy
+5,188
New +$598K 0.3% 81