SMA
Sage Mountain Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
6,054
+3,502
| +137% | +$360K | 0.04% | 206 |
|
|
2025
Q1 | $266K | Buy |
+2,552
| New | +$266K | 0.02% | 326 |
|
|
2024
Q4 | – | Sell |
-2,142
| Closed | -$254K | – | 480 |
|
|
2024
Q3 | $254K | Buy |
+2,142
| New | +$254K | 0.02% | 325 |
|
|
2023
Q2 | – | Sell |
-1,593
| Closed | -$213K | – | 359 |
|
|
2023
Q1 | $213K | Buy |
+1,593
| New | +$213K | 0.03% | 221 |
|
|
2021
Q4 | – | Sell |
-1,262
| Closed | -$219K | – | 690 |
|
|
2021
Q3 | $219K | Buy |
+1,262
| New | +$219K | 0.03% | 418 |
|