SWM
SeaCrest Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,078
| Closed | -$217K | – | 625 |
|
|
2025
Q1 | $217K | Sell |
2,078
-222
| -10% | -$23.1K | 0.02% | 596 |
|
|
2024
Q4 | $209K | Sell |
2,300
-4,043
| -64% | -$367K | 0.02% | 608 |
|
|
2024
Q3 | $752K | Buy |
6,343
+858
| +16% | +$102K | 0.08% | 244 |
|
|
2024
Q2 | $536K | Sell |
5,485
-38
| -0.7% | -$3.71K | 0.06% | 295 |
|
|
2024
Q1 | $585K | Sell |
5,523
-224
| -4% | -$23.7K | 0.07% | 280 |
|
|
2023
Q4 | $654K | Sell |
5,747
-143
| -2% | -$16.3K | 0.08% | 257 |
|
|
2023
Q3 | $542K | Sell |
5,890
-178
| -3% | -$16.4K | 0.07% | 282 |
|
|
2023
Q2 | $691K | Sell |
6,068
-1,532
| -20% | -$175K | 0.09% | 239 |
|
|
2023
Q1 | $1.02M | Sell |
7,600
-2,874
| -27% | -$385K | 0.14% | 159 |
|
|
2022
Q4 | $1.42M | Buy |
10,474
+3,807
| +57% | +$516K | 0.2% | 106 |
|
|
2022
Q3 | $964K | Sell |
6,667
-288
| -4% | -$41.6K | 0.15% | 151 |
|
|
2022
Q2 | $1.17M | Sell |
6,955
-39
| -0.6% | -$6.57K | 0.15% | 143 |
|
|
2022
Q1 | $1.29M | Sell |
6,994
-2,285
| -25% | -$422K | 0.15% | 147 |
|
|
2021
Q4 | $1.94M | Buy |
9,279
+157
| +2% | +$32.8K | 0.21% | 85 |
|
|
2021
Q3 | $1.58M | Sell |
9,122
-63
| -0.7% | -$10.9K | 0.19% | 110 |
|
|
2021
Q2 | $1.79M | Buy |
9,185
+48
| +0.5% | +$9.37K | 0.22% | 95 |
|
|
2021
Q1 | $1.57M | Buy |
9,137
+373
| +4% | +$64.2K | 0.21% | 99 |
|
|
2020
Q4 | $1.4M | Sell |
8,764
-230
| -3% | -$36.6K | 0.2% | 108 |
|
|
2020
Q3 | $1.5M | Sell |
8,994
-783
| -8% | -$130K | 0.24% | 89 |
|
|
2020
Q2 | $1.64M | Sell |
9,777
-1,006
| -9% | -$168K | 0.28% | 76 |
|
|
2020
Q1 | $1.56M | Buy |
10,783
+1,100
| +11% | +$159K | 0.33% | 68 |
|
|
2019
Q4 | $1.38M | Buy |
9,683
+1,198
| +14% | +$170K | 0.23% | 99 |
|
|
2019
Q3 | $1.18M | Buy |
8,485
+4,076
| +92% | +$567K | 0.22% | 105 |
|
|
2019
Q2 | $575K | Sell |
4,409
-828
| -16% | -$108K | 0.12% | 209 |
|
|
2019
Q1 | $670K | Buy |
5,237
+269
| +5% | +$34.4K | 0.11% | 181 |
|
|
2018
Q4 | $540K | Sell |
4,968
-755
| -13% | -$82.1K | 0.11% | 192 |
|
|
2018
Q3 | $637K | Sell |
5,723
-30
| -0.5% | -$3.34K | 0.11% | 202 |
|
|
2018
Q2 | $620K | Buy |
5,753
+100
| +2% | +$10.8K | 0.11% | 196 |
|
|
2018
Q1 | $620K | Buy |
5,653
+506
| +10% | +$55.5K | 0.11% | 189 |
|
|
2017
Q4 | $571K | Buy |
+5,147
| New | +$571K | 0.1% | 208 |
|