Resurgent Financial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,102
| Closed | -$1.08M | – | 176 |
|
|
2024
Q3 | $1.08M | Sell |
9,102
-58
| -0.6% | -$6.88K | 0.63% | 42 |
|
|
2024
Q2 | $895K | Sell |
9,160
-1,340
| -13% | -$131K | 0.56% | 46 |
|
|
2024
Q1 | $1.11M | Buy |
10,500
+1,437
| +16% | +$152K | 0.59% | 44 |
|
|
2023
Q4 | $1.04M | Buy |
9,063
+2,757
| +44% | +$318K | 0.64% | 34 |
|
|
2023
Q3 | $580K | Buy |
6,306
+432
| +7% | +$39.8K | 0.4% | 64 |
|
|
2023
Q2 | $669K | Sell |
5,874
-470
| -7% | -$53.6K | 0.44% | 56 |
|
|
2023
Q1 | $849K | Sell |
6,344
-681
| -10% | -$91.1K | 0.57% | 41 |
|
|
2022
Q4 | $953K | Sell |
7,025
-2,060
| -23% | -$279K | 0.5% | 46 |
|
|
2022
Q3 | $1.31M | Sell |
9,085
-174
| -2% | -$25.1K | 0.88% | 30 |
|
|
2022
Q2 | $1.56M | Buy |
9,259
+732
| +9% | +$123K | 1% | 18 |
|
|
2022
Q1 | $1.57M | Buy |
8,527
+2,163
| +34% | +$399K | 0.98% | 21 |
|
|
2021
Q4 | $1.33M | Buy |
+6,364
| New | +$1.33M | 1.06% | 22 |
|