Summit Financial Group’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 |
-1,567
| Closed | -$210K | – | 186 |
|
|
2023
Q1 | $210K | Hold |
1,567
| – | – | 0.08% | 186 |
|
|
2022
Q4 | $213K | Sell |
1,567
-71
| -4% | -$9.65K | 0.08% | 186 |
|
|
2022
Q3 | $237K | Buy |
1,638
+85
| +5% | +$12.3K | 0.1% | 170 |
|
|
2022
Q2 | $261K | Hold |
1,553
| – | – | 0.1% | 170 |
|
|
2022
Q1 | $287K | Hold |
1,553
| – | – | 0.1% | 171 |
|
|
2021
Q4 | $324K | Buy |
1,553
+71
| +5% | +$14.8K | 0.11% | 166 |
|
|
2021
Q3 | $257K | Hold |
1,482
| – | – | 0.09% | 185 |
|
|
2021
Q2 | $289K | Hold |
1,482
| – | – | 0.11% | 168 |
|
|
2021
Q1 | $255K | Hold |
1,482
| – | – | 0.11% | 164 |
|
|
2020
Q4 | $236K | Hold |
1,482
| – | – | 0.1% | 154 |
|
|
2020
Q3 | $247K | Hold |
1,482
| – | – | 0.12% | 133 |
|
|
2020
Q2 | $248K | Sell |
1,482
-237
| -14% | -$39.7K | 0.13% | 132 |
|
|
2020
Q1 | $248K | Hold |
1,719
| – | – | 0.15% | 113 |
|
|
2019
Q4 | $245K | Hold |
1,719
| – | – | 0.12% | 144 |
|
|
2019
Q3 | $239K | Sell |
1,719
-237
| -12% | -$33K | 0.12% | 145 |
|
|
2019
Q2 | $255K | Hold |
1,956
| – | – | 0.12% | 141 |
|
|
2019
Q1 | $250K | Hold |
1,956
| – | – | 0.2% | 102 |
|
|
2018
Q4 | $213K | Hold |
1,956
| – | – | 0.18% | 105 |
|
|
2018
Q3 | $217K | Hold |
1,956
| – | – | 0.16% | 115 |
|
|
2018
Q2 | $211K | Sell |
1,956
-559
| -22% | -$60.3K | 0.16% | 119 |
|
|
2018
Q1 | $276K | Buy |
2,515
+500
| +25% | +$54.9K | 0.22% | 102 |
|
|
2017
Q4 | $223K | Sell |
2,015
-177
| -8% | -$19.6K | 0.18% | 112 |
|
|
2017
Q3 | $219K | Hold |
2,192
| – | – | 0.18% | 111 |
|
|
2017
Q2 | $220K | Buy |
+2,192
| New | +$220K | 0.19% | 109 |
|