Simplicity Wealth’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
-6,432
Closed -$628K 592
2024
Q2
$628K Sell
6,432
-1,473
-19% -$144K 0.01% 667
2024
Q1
$837K Buy
+7,905
New +$837K 0.02% 568