San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,557
| Closed | -$686K | – | 138 |
|
|
2024
Q4 | $686K | Buy |
7,557
+1,443
| +24% | +$131K | 0.13% | 87 |
|
|
2024
Q3 | $725K | Buy |
6,114
+3,194
| +109% | +$379K | 0.15% | 66 |
|
|
2024
Q2 | $285K | Buy |
+2,920
| New | +$285K | 0.07% | 102 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$16K | – | 127 |
|
|
2022
Q1 | $16K | Buy |
+75
| New | +$16K | 0.01% | 324 |
|