Shelton Capital 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 | $247K | Sell |
2,404
-52
| -2% | -$5.34K | 0.01% | 573 |
|
2025
Q1 | $256K | Sell |
2,456
-112
| -4% | -$11.7K | 0.01% | 545 |
|
2024
Q4 | $233K | Hold |
2,568
| – | – | 0.01% | 618 |
|
2024
Q3 | $305K | Hold |
2,568
| – | – | 0.01% | 492 |
|
2024
Q2 | $251K | Hold |
2,568
| – | – | 0.01% | 562 |
|
2024
Q1 | $272K | Hold |
2,568
| – | – | 0.01% | 564 |
|
2023
Q4 | $296K | Sell |
2,568
-157
| -6% | -$18.1K | 0.01% | 502 |
|
2023
Q3 | $251K | Hold |
2,725
| – | – | 0.01% | 543 |
|
2023
Q2 | $310K | Sell |
2,725
-55
| -2% | -$6.27K | 0.01% | 469 |
|
2023
Q1 | $372K | Buy |
2,780
+55
| +2% | +$7.36K | 0.02% | 377 |
|
2022
Q4 | $370K | Sell |
2,725
-72
| -3% | -$9.77K | 0.04% | 354 |
|
2022
Q3 | $404K | Sell |
2,797
-55
| -2% | -$7.94K | 0.02% | 344 |
|
2022
Q2 | $480K | Hold |
2,852
| – | – | 0.02% | 328 |
|
2022
Q1 | $526K | Sell |
2,852
-34
| -1% | -$6.27K | 0.02% | 340 |
|
2021
Q4 | $602K | Buy |
2,886
+106
| +4% | +$22.1K | 0.02% | 322 |
|
2021
Q3 | $482K | Sell |
2,780
-80
| -3% | -$13.9K | 0.02% | 367 |
|
2021
Q2 | $558K | Hold |
2,860
| – | – | 0.02% | 350 |
|
2021
Q1 | $492K | Hold |
2,860
| – | – | 0.02% | 386 |
|
2020
Q4 | $455K | Sell |
2,860
-2,235
| -44% | -$356K | 0.02% | 364 |
|
2020
Q3 | $848K | Sell |
5,095
-635
| -11% | -$106K | 0.04% | 360 |
|
2020
Q2 | $959K | Sell |
5,730
-13,576
| -70% | -$2.27M | 0.05% | 249 |
|
2020
Q1 | $2.79M | Buy |
19,306
+13,300
| +221% | +$1.92M | 0.2% | 95 |
|
2019
Q4 | $854K | Sell |
6,006
-332
| -5% | -$47.2K | 0.05% | 248 |
|
2019
Q3 | $881K | Hold |
6,338
| – | – | 0.05% | 240 |
|
2019
Q2 | $826K | Buy |
6,338
+5,592
| +750% | +$729K | 0.05% | 251 |
|
2019
Q1 | $5.83K | Sell |
746
-5,084
| -87% | -$39.7K | 0.02% | 536 |
|
2018
Q4 | $633K | Buy |
5,830
+1,160
| +25% | +$126K | 0.04% | 264 |
|
2018
Q3 | $520K | Hold |
4,670
| – | – | 0.03% | 347 |
|
2018
Q2 | $504K | Sell |
4,670
-90
| -2% | -$9.71K | 0.03% | 345 |
|
2018
Q1 | $522K | Hold |
4,760
| – | – | 0.03% | 345 |
|
2017
Q4 | $528K | Hold |
4,760
| – | – | 0.03% | 359 |
|
2017
Q3 | $476K | Buy |
4,760
+1,800
| +61% | +$180K | 0.03% | 372 |
|
2017
Q2 | $297K | Buy |
2,960
+98
| +3% | +$9.83K | 0.02% | 579 |
|
2017
Q1 | $270K | Buy |
+2,862
| New | +$270K | 0.02% | 623 |
|
2016
Q4 | – | Sell |
-2,156
| Closed | -$203K | – | 864 |
|
2016
Q3 | $203K | Sell |
2,156
-16
| -0.7% | -$1.51K | 0.02% | 739 |
|
2016
Q2 | $220K | Sell |
2,172
-284
| -12% | -$28.8K | 0.02% | 665 |
|
2016
Q1 | $212K | Buy |
+2,456
| New | +$212K | 0.02% | 692 |
|