TD Private Client Wealth’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
10,321
-29
| -0.3% | -$2.98K | 0.03% | 347 |
|
2025
Q1 | $1.08M | Sell |
10,350
-9,067
| -47% | -$945K | 0.03% | 330 |
|
2024
Q4 | $1.76M | Sell |
19,417
-1,912
| -9% | -$174K | 0.05% | 247 |
|
2024
Q3 | $2.53M | Buy |
21,329
+2,613
| +14% | +$310K | 0.07% | 207 |
|
2024
Q2 | $1.83M | Sell |
18,716
-4,965
| -21% | -$485K | 0.06% | 249 |
|
2024
Q1 | $2.51M | Sell |
23,681
-9,501
| -29% | -$1.01M | 0.08% | 194 |
|
2023
Q4 | $3.82M | Sell |
33,182
-13,470
| -29% | -$1.55M | 0.14% | 130 |
|
2023
Q3 | $4.29M | Sell |
46,652
-1,834
| -4% | -$169K | 0.19% | 110 |
|
2023
Q2 | $5.52M | Sell |
48,486
-2,648
| -5% | -$302K | 0.24% | 91 |
|
2023
Q1 | $6.84M | Buy |
51,134
+1,955
| +4% | +$262K | 0.31% | 67 |
|
2022
Q4 | $6.67M | Buy |
49,179
+9,638
| +24% | +$1.31M | 0.32% | 66 |
|
2022
Q3 | $5.72M | Buy |
39,541
+3,097
| +8% | +$448K | 0.29% | 72 |
|
2022
Q2 | $6.14M | Sell |
36,444
-81
| -0.2% | -$13.6K | 0.3% | 70 |
|
2022
Q1 | $6.74M | Buy |
36,525
+6,483
| +22% | +$1.2M | 0.29% | 76 |
|
2021
Q4 | $6.27M | Buy |
30,042
+4,756
| +19% | +$993K | 0.26% | 84 |
|
2021
Q3 | $4.38M | Buy |
25,286
+696
| +3% | +$121K | 0.19% | 118 |
|
2021
Q2 | $4.8M | Sell |
24,590
-5,814
| -19% | -$1.13M | 0.2% | 107 |
|
2021
Q1 | $5.23M | Buy |
30,404
+16,958
| +126% | +$2.92M | 0.24% | 96 |
|
2020
Q4 | $2.14M | Sell |
13,446
-199
| -1% | -$31.7K | 0.11% | 204 |
|
2020
Q3 | $2.27M | Buy |
13,645
+11,338
| +491% | +$1.89M | 0.13% | 173 |
|
2020
Q2 | $386K | Buy |
2,307
+238
| +12% | +$39.8K | 0.02% | 381 |
|
2020
Q1 | $299K | Buy |
2,069
+44
| +2% | +$6.35K | 0.02% | 379 |
|
2019
Q4 | $288K | Buy |
+2,025
| New | +$288K | 0.02% | 419 |
|