QPWM
Quadrant Private Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
5,617
-74
| -1% | -$7.6K | 0.12% | 137 |
|
|
2025
Q1 | $593K | Sell |
5,691
-157
| -3% | -$16.4K | 0.15% | 123 |
|
|
2024
Q4 | $531K | Hold |
5,848
| – | – | 0.13% | 139 |
|
|
2024
Q3 | $694K | Buy |
5,848
+1,870
| +47% | +$222K | 0.17% | 119 |
|
|
2024
Q2 | $389K | Buy |
3,978
+98
| +3% | +$9.58K | 0.09% | 163 |
|
|
2024
Q1 | $411K | Buy |
3,880
+3
| +0.1% | +$318 | 0.1% | 154 |
|
|
2023
Q4 | $447K | Sell |
3,877
-242
| -6% | -$27.9K | 0.12% | 137 |
|
|
2023
Q3 | $379K | Sell |
4,119
-277
| -6% | -$25.5K | 0.13% | 140 |
|
|
2023
Q2 | $501K | Sell |
4,396
-275
| -6% | -$31.3K | 0.15% | 129 |
|
|
2023
Q1 | $625K | Buy |
4,671
+213
| +5% | +$28.5K | 0.2% | 110 |
|
|
2022
Q4 | $605K | Buy |
+4,458
| New | +$605K | 0.2% | 111 |
|
|
2022
Q2 | $456K | Sell |
2,709
-141
| -5% | -$23.7K | 0.19% | 107 |
|
|
2022
Q1 | $526K | Sell |
2,850
-42
| -1% | -$7.75K | 0.2% | 108 |
|
|
2021
Q4 | $604K | Buy |
2,892
+11
| +0.4% | +$2.3K | 0.22% | 96 |
|
|
2021
Q3 | $499K | Hold |
2,881
| – | – | 0.21% | 107 |
|
|
2021
Q2 | $562K | Hold |
2,881
| – | – | 0.23% | 96 |
|
|
2021
Q1 | $496K | Buy |
2,881
+132
| +5% | +$22.7K | 0.22% | 97 |
|
|
2020
Q4 | $438K | Sell |
2,749
-231
| -8% | -$36.8K | 0.2% | 108 |
|
|
2020
Q3 | $496K | Buy |
2,980
+24
| +0.8% | +$4K | 0.25% | 86 |
|
|
2020
Q2 | $495K | Buy |
2,956
+398
| +16% | +$66.6K | 0.29% | 80 |
|
|
2020
Q1 | $369K | Buy |
+2,558
| New | +$369K | 0.31% | 74 |
|