Principle Wealth Partners’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,341
-779
| -25% | -$80K | 0.02% | 334 |
|
|
2025
Q1 | $325K | Buy |
+3,120
| New | +$325K | 0.02% | 277 |
|
|
2024
Q2 | – | Sell |
-2,072
| Closed | -$219K | – | 329 |
|
|
2024
Q1 | $219K | Buy |
+2,072
| New | +$219K | 0.02% | 324 |
|
|
2023
Q4 | – | Sell |
-2,962
| Closed | -$273K | – | 336 |
|
|
2023
Q3 | $273K | Sell |
2,962
-440
| -13% | -$40.5K | 0.03% | 266 |
|
|
2023
Q2 | $388K | Buy |
+3,402
| New | +$388K | 0.04% | 228 |
|
|
2022
Q3 | – | Sell |
-1,210
| Closed | -$204K | – | 294 |
|
|
2022
Q2 | $204K | Sell |
1,210
-500
| -29% | -$84.3K | 0.02% | 295 |
|
|
2022
Q1 | $316K | Hold |
1,710
| – | – | 0.03% | 253 |
|
|
2021
Q4 | $357K | Hold |
1,710
| – | – | 0.04% | 243 |
|
|
2021
Q3 | $296K | Hold |
1,710
| – | – | 0.03% | 250 |
|
|
2021
Q2 | $334K | Hold |
1,710
| – | – | 0.04% | 236 |
|
|
2021
Q1 | $294K | Buy |
1,710
+100
| +6% | +$17.2K | 0.03% | 238 |
|
|
2020
Q4 | $256K | Buy |
+1,610
| New | +$256K | 0.03% | 241 |
|
|
2020
Q3 | – | Sell |
-1,110
| Closed | -$186K | – | 196 |
|
|
2020
Q2 | $186K | Buy |
+1,110
| New | +$186K | 0.05% | 157 |
|