Souders Financial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,048
| Closed | -$233K | – | 151 |
|
|
2023
Q2 | $233K | Sell |
2,048
-21,081
| -91% | -$2.4M | 0.04% | 144 |
|
|
2023
Q1 | $3.1M | Buy |
23,129
+1,843
| +9% | +$247K | 0.66% | 50 |
|
|
2022
Q4 | $2.89M | Sell |
21,286
-1,342
| -6% | -$182K | 0.66% | 47 |
|
|
2022
Q3 | $3.27M | Buy |
22,628
+125
| +0.6% | +$18.1K | 0.89% | 33 |
|
|
2022
Q2 | $3.79M | Buy |
22,503
+719
| +3% | +$121K | 1.09% | 24 |
|
|
2022
Q1 | $4.02M | Buy |
21,784
+859
| +4% | +$159K | 1.16% | 22 |
|
|
2021
Q4 | $4.37M | Buy |
20,925
+1,207
| +6% | +$252K | 1.25% | 19 |
|
|
2021
Q3 | $3.42M | Buy |
19,718
+385
| +2% | +$66.7K | 1.1% | 24 |
|
|
2021
Q2 | $3.77M | Buy |
19,333
+253
| +1% | +$49.4K | 1.27% | 21 |
|
|
2021
Q1 | $3.28M | Buy |
19,080
+1,002
| +6% | +$172K | 1.29% | 22 |
|
|
2020
Q4 | $2.88M | Buy |
18,078
+496
| +3% | +$79K | 1.25% | 22 |
|
|
2020
Q3 | $2.82M | Sell |
17,582
-416
| -2% | -$66.7K | 1.33% | 20 |
|
|
2020
Q2 | $3.01M | Buy |
17,998
+8,456
| +89% | +$1.42M | 1.72% | 15 |
|
|
2020
Q1 | $1.38M | Buy |
+9,542
| New | +$1.38M | 1.22% | 19 |
|