Secure Asset Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,763
| Closed | -$1.08M | – | 228 |
|
|
2023
Q3 | $1.08M | Sell |
11,763
-1,545
| -12% | -$142K | 0.32% | 82 |
|
|
2023
Q2 | $1.52M | Buy |
13,308
+1,055
| +9% | +$120K | 0.46% | 61 |
|
|
2023
Q1 | $1.64M | Buy |
12,253
+1,556
| +15% | +$208K | 0.55% | 51 |
|
|
2022
Q4 | $1.45M | Buy |
10,697
+7,708
| +258% | +$1.05M | 0.52% | 60 |
|
|
2022
Q3 | $432K | Buy |
2,989
+754
| +34% | +$109K | 0.24% | 85 |
|
|
2022
Q2 | $376K | Buy |
+2,235
| New | +$376K | 0.21% | 97 |
|
|
2022
Q1 | – | Sell |
-1,618
| Closed | -$338K | – | 206 |
|
|
2021
Q4 | $338K | Buy |
1,618
+130
| +9% | +$27.2K | 0.14% | 127 |
|
|
2021
Q3 | $258K | Buy |
1,488
+55
| +4% | +$9.54K | 0.13% | 146 |
|
|
2021
Q2 | $280K | Buy |
+1,433
| New | +$280K | 0.14% | 139 |
|