Shira Ridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,056
| Closed | -$494K | – | 82 |
|
|
2024
Q2 | $494K | Hold |
5,056
| – | – | 0.28% | 53 |
|
|
2024
Q1 | $535K | Hold |
5,056
| – | – | 0.31% | 51 |
|
|
2023
Q4 | $582K | Sell |
5,056
-115
| -2% | -$13.2K | 0.35% | 47 |
|
|
2023
Q3 | $476K | Buy |
5,171
+74
| +1% | +$6.81K | 0.31% | 48 |
|
|
2023
Q2 | $581K | Sell |
5,097
-36
| -0.7% | -$4.1K | 0.36% | 40 |
|
|
2023
Q1 | $687K | Hold |
5,133
| – | – | 0.45% | 35 |
|
|
2022
Q4 | $696K | Buy |
+5,133
| New | +$696K | 0.48% | 35 |
|