Retirement Planning Company of New England’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 | $704K | Buy |
6,850
+179
| +3% | +$18.4K | 0.31% | 94 |
|
|
2025
Q1 | $695K | Buy |
6,671
+564
| +9% | +$58.8K | 0.35% | 91 |
|
|
2024
Q4 | $554K | Buy |
6,107
+1,870
| +44% | +$170K | 0.27% | 109 |
|
|
2024
Q3 | $503K | Sell |
4,237
-155
| -4% | -$18.4K | 0.25% | 118 |
|
|
2024
Q2 | $429K | Buy |
4,392
+20
| +0.5% | +$1.95K | 0.23% | 122 |
|
|
2024
Q1 | $463K | Buy |
4,372
+902
| +26% | +$95.5K | 0.25% | 115 |
|
|
2023
Q4 | $400K | Buy |
3,470
+614
| +21% | +$70.7K | 0.18% | 134 |
|
|
2023
Q3 | $263K | Sell |
2,856
-179
| -6% | -$16.5K | 0.15% | 153 |
|
|
2023
Q2 | $346K | Buy |
3,035
+236
| +8% | +$26.9K | 0.2% | 138 |
|
|
2023
Q1 | $375K | Buy |
2,799
+298
| +12% | +$39.9K | 0.23% | 130 |
|
|
2022
Q4 | $339K | Buy |
2,501
+216
| +9% | +$29.3K | 0.22% | 132 |
|
|
2022
Q3 | $330K | Sell |
2,285
-51
| -2% | -$7.37K | 0.24% | 126 |
|
|
2022
Q2 | $393K | Sell |
2,336
-17
| -0.7% | -$2.86K | 0.27% | 117 |
|
|
2022
Q1 | $434K | Buy |
2,353
+835
| +55% | +$154K | 0.25% | 125 |
|
|
2021
Q4 | $316K | Buy |
+1,518
| New | +$316K | 0.15% | 154 |
|