Regal Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,609
| Closed | -$240K | – | 549 |
|
|
2023
Q3 | $240K | Buy |
+2,609
| New | +$240K | 0.02% | 432 |
|
|
2023
Q2 | – | Sell |
-2,683
| Closed | -$359K | – | 515 |
|
|
2023
Q1 | $359K | Buy |
2,683
+205
| +8% | +$27.4K | 0.03% | 352 |
|
|
2022
Q4 | $336K | Sell |
2,478
-346
| -12% | -$46.9K | 0.03% | 356 |
|
|
2022
Q3 | $408K | Buy |
2,824
+47
| +2% | +$6.79K | 0.04% | 298 |
|
|
2022
Q2 | $468K | Sell |
2,777
-361
| -12% | -$60.8K | 0.05% | 291 |
|
|
2022
Q1 | $579K | Buy |
3,138
+720
| +30% | +$133K | 0.05% | 287 |
|
|
2021
Q4 | $505K | Buy |
2,418
+56
| +2% | +$11.7K | 0.04% | 328 |
|
|
2021
Q3 | $409K | Buy |
2,362
+95
| +4% | +$16.5K | 0.04% | 360 |
|
|
2021
Q2 | $442K | Buy |
+2,267
| New | +$442K | 0.04% | 350 |
|
|
2021
Q1 | – | Sell |
-2,201
| Closed | -$350K | – | 76 |
|
|
2020
Q4 | $350K | Buy |
+2,201
| New | +$350K | 0.04% | 334 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$12K | – | 925 |
|
|
2014
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 650 |
|
|
2014
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 650 |
|
|
2014
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 620 |
|
|
2013
Q4 | $11K | Hold |
150
| – | – | 0.01% | 570 |
|
|
2013
Q3 | $11K | Hold |
150
| – | – | 0.01% | 578 |
|
|
2013
Q2 | $11K | Buy |
+150
| New | +$11K | 0.01% | 563 |
|