SIA
Schechter Investment Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,391
| Closed | -$217K | – | 641 |
|
|
2024
Q4 | $217K | Sell |
2,391
-2,293
| -49% | -$208K | 0.02% | 558 |
|
|
2024
Q3 | $556K | Sell |
4,684
-378
| -7% | -$44.8K | 0.04% | 377 |
|
|
2024
Q2 | $495K | Sell |
5,062
-2,117
| -29% | -$207K | 0.04% | 375 |
|
|
2024
Q1 | $760K | Sell |
7,179
-1,305
| -15% | -$138K | 0.06% | 294 |
|
|
2023
Q4 | $977K | Sell |
8,484
-1,421
| -14% | -$164K | 0.08% | 236 |
|
|
2023
Q3 | $912K | Buy |
9,905
+1,811
| +22% | +$167K | 0.09% | 234 |
|
|
2023
Q2 | $922K | Sell |
8,094
-4,305
| -35% | -$491K | 0.08% | 256 |
|
|
2023
Q1 | $1.66M | Buy |
12,399
+703
| +6% | +$94.1K | 0.15% | 150 |
|
|
2022
Q4 | $1.59M | Sell |
11,696
-1,183
| -9% | -$160K | 0.14% | 162 |
|
|
2022
Q3 | $1.86M | Sell |
12,879
-861
| -6% | -$124K | 0.18% | 107 |
|
|
2022
Q2 | $2.31M | Sell |
13,740
-1,226
| -8% | -$206K | 0.23% | 73 |
|
|
2022
Q1 | $2.76M | Sell |
14,966
-421
| -3% | -$77.7K | 0.26% | 60 |
|
|
2021
Q4 | $3.21M | Buy |
+15,387
| New | +$3.21M | 0.29% | 56 |
|