Rockbridge Investment Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-137
| Closed | -$26K | – | 663 |
|
|
2022
Q1 | $26K | Buy |
137
+2
| +1% | +$379 | ﹤0.01% | 384 |
|
|
2021
Q4 | $28K | Buy |
135
+1
| +0.7% | +$207 | ﹤0.01% | 433 |
|
|
2021
Q3 | $23K | Buy |
134
+1
| +0.8% | +$172 | ﹤0.01% | 428 |
|
|
2021
Q2 | $26K | Buy |
133
+1
| +0.8% | +$195 | ﹤0.01% | 405 |
|
|
2021
Q1 | $23K | Buy |
132
+1
| +0.8% | +$174 | ﹤0.01% | 408 |
|
|
2020
Q4 | $21K | Buy |
131
+1
| +0.8% | +$160 | ﹤0.01% | 406 |
|
|
2020
Q3 | $22K | Buy |
130
+1
| +0.8% | +$169 | 0.01% | 365 |
|
|
2020
Q2 | $22K | Buy |
+129
| New | +$22K | 0.01% | 329 |
|