Stratos Wealth 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 |
-15,693
| Closed | -$1.79M | – | 672 |
|
|
2023
Q2 | $1.79M | Buy |
15,693
+2,286
| +17% | +$260K | 0.13% | 214 |
|
|
2023
Q1 | $1.79M | Sell |
13,407
-1,700
| -11% | -$228K | 0.14% | 201 |
|
|
2022
Q4 | $2.05M | Buy |
15,107
+177
| +1% | +$24K | 0.17% | 172 |
|
|
2022
Q3 | $2.16M | Buy |
14,930
+962
| +7% | +$139K | 0.23% | 129 |
|
|
2022
Q2 | $2.35M | Buy |
13,968
+3,178
| +29% | +$535K | 0.21% | 126 |
|
|
2022
Q1 | $1.99M | Buy |
10,790
+7,315
| +211% | +$1.35M | 0.16% | 162 |
|
|
2021
Q4 | $725K | Buy |
3,475
+403
| +13% | +$84.1K | 0.05% | 328 |
|
|
2021
Q3 | $533K | Buy |
3,072
+696
| +29% | +$121K | 0.05% | 343 |
|
|
2021
Q2 | $464K | Buy |
2,376
+448
| +23% | +$87.5K | 0.04% | 368 |
|
|
2021
Q1 | $332K | Buy |
1,928
+344
| +22% | +$59.2K | 0.04% | 377 |
|
|
2020
Q4 | $252K | Buy |
+1,584
| New | +$252K | 0.03% | 342 |
|
|
2019
Q4 | – | Sell |
-3,365
| Closed | -$468K | – | 179 |
|
|
2019
Q3 | $468K | Buy |
3,365
+803
| +31% | +$112K | 0.18% | 125 |
|
|
2019
Q2 | $334K | Hold |
2,562
| – | – | 0.13% | 162 |
|
|
2019
Q1 | $328K | Buy |
2,562
+100
| +4% | +$12.8K | 0.18% | 147 |
|
|
2018
Q4 | $267K | Buy |
+2,462
| New | +$267K | 0.18% | 150 |
|