Sheets Smith Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
5,895
-100
| -2% | -$10.3K | 0.07% | 255 |
|
|
2025
Q1 | $625K | Sell |
5,995
-90
| -1% | -$9.38K | 0.08% | 218 |
|
|
2024
Q4 | $552K | Sell |
6,085
-165
| -3% | -$15K | 0.07% | 249 |
|
|
2024
Q3 | $741K | Hold |
6,250
| – | – | 0.09% | 189 |
|
|
2024
Q2 | $611K | Buy |
6,250
+130
| +2% | +$12.7K | 0.07% | 211 |
|
|
2024
Q1 | $648K | Buy |
6,120
+345
| +6% | +$36.5K | 0.07% | 206 |
|
|
2023
Q4 | $665K | Sell |
5,775
-395
| -6% | -$45.5K | 0.09% | 176 |
|
|
2023
Q3 | $568K | Buy |
+6,170
| New | +$568K | 0.09% | 189 |
|