Provenance Wealth Advisors’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,192
Closed -$228K 441
2025
Q1
$228K Buy
+2,192
New +$228K 0.03% 123
2024
Q2
Sell
-116
Closed -$12.3K 516
2024
Q1
$12.3K Hold
116
﹤0.01% 309
2023
Q4
$13.4K Buy
+116
New +$13.4K ﹤0.01% 289