Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,744
| Closed | -$1.97M | – | 228 |
|
|
2023
Q1 | $1.97M | Sell |
14,744
-988
| -6% | -$132K | 0.16% | 102 |
|
|
2022
Q4 | $2.13M | Sell |
15,732
-824
| -5% | -$112K | 0.18% | 93 |
|
|
2022
Q3 | $2.39M | Buy |
16,556
+179
| +1% | +$25.9K | 0.22% | 87 |
|
|
2022
Q2 | $2.76M | Sell |
16,377
-3,205
| -16% | -$540K | 0.24% | 88 |
|
|
2022
Q1 | $3.61M | Buy |
19,582
+331
| +2% | +$61.1K | 0.27% | 78 |
|
|
2021
Q4 | $4.02M | Sell |
19,251
-2
| -0% | -$418 | 0.28% | 77 |
|
|
2021
Q3 | $3.34M | Buy |
19,253
+508
| +3% | +$88K | 0.26% | 77 |
|
|
2021
Q2 | $3.66M | Sell |
18,745
-2
| -0% | -$390 | 0.3% | 73 |
|
|
2021
Q1 | $3.23M | Buy |
18,747
+533
| +3% | +$91.7K | 0.29% | 75 |
|
|
2020
Q4 | $2.9M | Buy |
18,214
+389
| +2% | +$61.9K | 0.29% | 72 |
|
|
2020
Q3 | $2.97M | Buy |
17,825
+8,563
| +92% | +$1.43M | 0.36% | 69 |
|
|
2020
Q2 | $1.55M | Buy |
+9,262
| New | +$1.55M | 0.21% | 83 |
|