Schneider Downs Wealth Management Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,541
| Closed | -$367K | – | 120 |
|
|
2022
Q3 | $367K | Sell |
2,541
-531
| -17% | -$76.7K | 0.11% | 79 |
|
|
2022
Q2 | $517K | Sell |
3,072
-312
| -9% | -$52.5K | 0.14% | 71 |
|
|
2022
Q1 | $625K | Buy |
3,384
+116
| +4% | +$21.4K | 0.16% | 66 |
|
|
2021
Q4 | $682K | Sell |
3,268
-17
| -0.5% | -$3.55K | 0.16% | 69 |
|
|
2021
Q3 | $569K | Buy |
3,285
+74
| +2% | +$12.8K | 0.15% | 73 |
|
|
2021
Q2 | $626K | Buy |
3,211
+2
| +0.1% | +$390 | 0.16% | 64 |
|
|
2021
Q1 | $552K | Buy |
3,209
+1,940
| +153% | +$334K | 0.13% | 68 |
|
|
2020
Q4 | $202K | Sell |
1,269
-750
| -37% | -$119K | 0.06% | 93 |
|
|
2020
Q3 | $336K | Buy |
2,019
+11
| +0.5% | +$1.83K | 0.11% | 60 |
|
|
2020
Q2 | $336K | Hold |
2,008
| – | – | 0.11% | 55 |
|
|
2020
Q1 | $290K | Buy |
+2,008
| New | +$290K | 0.11% | 62 |
|
|
2019
Q3 | – | Sell |
-1,634
| Closed | -$213K | – | 68 |
|
|
2019
Q2 | $213K | Buy |
+1,634
| New | +$213K | 0.07% | 63 |
|