RFA
Reilly Financial Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14.5M | Sell |
69,693
-6,624
| -9% | -$1.38M | 1.08% | 43 |
|
|
2021
Q3 | $13.2M | Buy |
76,317
+1,627
| +2% | +$282K | 1.12% | 40 |
|
|
2021
Q2 | $14.6M | Buy |
74,690
+837
| +1% | +$163K | 1.18% | 38 |
|
|
2021
Q1 | $12.7M | Buy |
73,853
+789
| +1% | +$136K | 1.12% | 38 |
|
|
2020
Q4 | $11.6M | Buy |
73,064
+1,243
| +2% | +$198K | 1.09% | 40 |
|
|
2020
Q3 | $12M | Sell |
71,821
-17,920
| -20% | -$2.98M | 1.28% | 33 |
|
|
2020
Q2 | $15M | Buy |
89,741
+1,539
| +2% | +$258K | 1.77% | 16 |
|
|
2020
Q1 | $12.7M | Buy |
88,202
+1,317
| +2% | +$190K | 1.84% | 12 |
|
|
2019
Q4 | $12.4M | Buy |
86,885
+4,620
| +6% | +$657K | 1.41% | 29 |
|
|
2019
Q3 | $11.4M | Buy |
82,265
+7,095
| +9% | +$986K | 1.4% | 27 |
|
|
2019
Q2 | $9.8M | Buy |
75,170
+75,042
| +58,627% | +$9.78M | 1.23% | 40 |
|
|
2019
Q1 | $16K | Hold |
128
| – | – | ﹤0.01% | 577 |
|
|
2018
Q4 | $14K | Hold |
128
| – | – | ﹤0.01% | 571 |
|
|
2018
Q3 | $14K | Hold |
128
| – | – | ﹤0.01% | 622 |
|
|
2018
Q2 | $14K | Hold |
128
| – | – | ﹤0.01% | 589 |
|
|
2018
Q1 | $14K | Buy |
+128
| New | +$14K | ﹤0.01% | 572 |
|