Security National Trust’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $228K | Hold |
1,170
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $228K | Hold |
1,170
| – | – | 0.05% | 159 |
|
|
2021
Q1 | $201K | Sell |
1,170
-500
| -30% | -$85.9K | 0.05% | 159 |
|
|
2020
Q4 | $266K | Hold |
1,670
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $278K | Hold |
1,670
| – | – | 0.08% | 135 |
|
|
2020
Q2 | $279K | Sell |
1,670
-74
| -4% | -$12.4K | 0.08% | 131 |
|
|
2020
Q1 | $252K | Buy |
1,744
+23
| +1% | +$3.32K | 0.09% | 122 |
|
|
2019
Q4 | $244K | Buy |
1,721
+51
| +3% | +$7.23K | 0.07% | 140 |
|
|
2019
Q3 | $232K | Hold |
1,670
| – | – | 0.07% | 141 |
|
|
2019
Q2 | $218K | Hold |
1,670
| – | – | 0.07% | 151 |
|
|
2019
Q1 | $214K | Hold |
1,670
| – | – | 0.07% | 150 |
|
|
2018
Q4 | $181K | Hold |
1,670
| – | – | 0.07% | 153 |
|
|
2018
Q3 | $186K | Hold |
1,670
| – | – | 0.06% | 166 |
|
|
2018
Q2 | $180K | Sell |
1,670
-50
| -3% | -$5.39K | 0.06% | 165 |
|
|
2018
Q1 | $189K | Hold |
1,720
| – | – | 0.06% | 162 |
|
|
2017
Q4 | $191K | Hold |
1,720
| – | – | 0.06% | 167 |
|
|
2017
Q3 | $172K | Buy |
1,720
+1,000
| +139% | +$100K | 0.06% | 179 |
|
|
2017
Q2 | $72K | Hold |
720
| – | – | 0.02% | 251 |
|
|
2017
Q1 | $68K | Hold |
720
| – | – | 0.02% | 252 |
|
|
2016
Q4 | $62K | Hold |
720
| – | – | 0.02% | 251 |
|
|
2016
Q3 | $68K | Hold |
720
| – | – | 0.02% | 249 |
|
|
2016
Q2 | $73K | Hold |
720
| – | – | 0.03% | 241 |
|
|
2016
Q1 | $62K | Hold |
720
| – | – | 0.02% | 248 |
|
|
2015
Q4 | $62K | Hold |
720
| – | – | 0.02% | 250 |
|
|
2015
Q3 | $57K | Hold |
720
| – | – | 0.02% | 258 |
|
|
2015
Q2 | $58K | Hold |
720
| – | – | 0.02% | 266 |
|
|
2015
Q1 | $59K | Buy |
+720
| New | +$59K | 0.02% | 272 |
|