Ropes Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-693
| Closed | -$110K | – | 325 |
|
|
2020
Q4 | $110K | Sell |
693
-42
| -6% | -$6.67K | 0.02% | 302 |
|
|
2020
Q3 | $122K | Sell |
735
-7
| -0.9% | -$1.16K | 0.02% | 251 |
|
|
2020
Q2 | $124K | Buy |
742
+342
| +86% | +$57.2K | 0.03% | 234 |
|
|
2020
Q1 | $58K | Hold |
400
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $57K | Buy |
400
+210
| +111% | +$29.9K | 0.01% | 323 |
|
|
2019
Q3 | $26K | Hold |
190
| – | – | 0.01% | 401 |
|
|
2019
Q2 | $25K | Buy |
+190
| New | +$25K | 0.01% | 411 |
|
|
2018
Q3 | – | Sell |
-44
| Closed | -$5K | – | 537 |
|
|
2018
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 499 |
|
|
2018
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 487 |
|
|
2017
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 610 |
|
|
2016
Q2 | – | Sell |
-31
| Closed | -$3K | – | 476 |
|
|
2016
Q1 | $3K | Buy |
31
+8
| +35% | +$774 | ﹤0.01% | 371 |
|
|
2015
Q4 | $2K | Sell |
23
-1,327
| -98% | -$115K | ﹤0.01% | 391 |
|
|
2015
Q3 | $106K | Buy |
+1,350
| New | +$106K | 0.06% | 184 |
|