StrongBox Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,514
| Closed | -$205K | – | 87 |
|
|
2022
Q4 | $205K | Buy |
1,514
+20
| +1% | +$2.71K | 0.15% | 77 |
|
|
2022
Q3 | $216K | Hold |
1,494
| – | – | 0.16% | 77 |
|
|
2022
Q2 | $252K | Sell |
1,494
-183
| -11% | -$30.9K | 0.16% | 74 |
|
|
2022
Q1 | $310K | Sell |
1,677
-10,171
| -86% | -$1.88M | 0.18% | 74 |
|
|
2021
Q4 | $2.47M | Sell |
11,848
-10
| -0.1% | -$2.09K | 1.24% | 30 |
|
|
2021
Q3 | $2.06M | Buy |
11,858
+2,144
| +22% | +$372K | 1.15% | 30 |
|
|
2021
Q2 | $1.9M | Buy |
9,714
+493
| +5% | +$96.2K | 1.09% | 34 |
|
|
2021
Q1 | $1.59M | Buy |
9,221
+1,761
| +24% | +$303K | 0.98% | 33 |
|
|
2020
Q4 | $1.19M | Buy |
7,460
+2,630
| +54% | +$418K | 0.77% | 38 |
|
|
2020
Q3 | $804K | Buy |
4,830
+741
| +18% | +$123K | 0.59% | 43 |
|
|
2020
Q2 | $684K | Buy |
4,089
+613
| +18% | +$103K | 0.62% | 50 |
|
|
2020
Q1 | $502K | Buy |
+3,476
| New | +$502K | 0.57% | 50 |
|