Symphony Financial’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,137
| Closed | -$223K | – | 185 |
|
|
2022
Q1 | $223K | Buy |
1,137
+105
| +10% | +$20.6K | 0.05% | 179 |
|
|
2021
Q4 | $214K | Buy |
+1,032
| New | +$214K | 0.06% | 170 |
|
|
2021
Q3 | – | Sell |
-1,019
| Closed | -$200K | – | 173 |
|
|
2021
Q2 | $200K | Buy |
+1,019
| New | +$200K | 0.07% | 161 |
|
|
2020
Q3 | – | Sell |
-4,056
| Closed | -$679K | – | 140 |
|
|
2020
Q2 | $679K | Buy |
+4,056
| New | +$679K | 0.33% | 54 |
|