Teamwork Financial Advisors’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 | – | Sell |
-7,226
| Closed | -$753K | – | 170 |
|
2025
Q1 | $753K | Buy |
7,226
+954
| +15% | +$99.4K | 0.1% | 90 |
|
2024
Q4 | $569K | Buy |
+6,272
| New | +$569K | 0.07% | 101 |
|
2024
Q2 | – | Sell |
-2,060
| Closed | -$218K | – | 148 |
|
2024
Q1 | $218K | Sell |
2,060
-33
| -2% | -$3.49K | 0.03% | 172 |
|
2023
Q4 | $241K | Sell |
2,093
-287
| -12% | -$33.1K | 0.04% | 163 |
|
2023
Q3 | $219K | Buy |
2,380
+532
| +29% | +$49K | 0.04% | 186 |
|
2023
Q2 | $211K | Sell |
1,848
-22
| -1% | -$2.51K | 0.03% | 184 |
|
2023
Q1 | $250K | Sell |
1,870
-5,161
| -73% | -$691K | 0.05% | 165 |
|
2022
Q4 | $954K | Buy |
7,031
+202
| +3% | +$27.4K | 0.19% | 77 |
|
2022
Q3 | $987K | Sell |
6,829
-2,540
| -27% | -$367K | 0.21% | 70 |
|
2022
Q2 | $1.58M | Buy |
+9,369
| New | +$1.58M | 0.34% | 59 |
|
2022
Q1 | – | Sell |
-2,374
| Closed | -$496K | – | 254 |
|
2021
Q4 | $496K | Sell |
2,374
-18
| -0.8% | -$3.76K | 0.09% | 187 |
|
2021
Q3 | $415K | Sell |
2,392
-162
| -6% | -$28.1K | 0.08% | 181 |
|
2021
Q2 | $498K | Sell |
2,554
-518
| -17% | -$101K | 0.1% | 152 |
|
2021
Q1 | $529K | Sell |
3,072
-1,713
| -36% | -$295K | 0.12% | 136 |
|
2020
Q4 | $762K | Sell |
4,785
-504
| -10% | -$80.3K | 0.18% | 100 |
|
2020
Q3 | $881K | Sell |
5,289
-5,899
| -53% | -$983K | 0.27% | 79 |
|
2020
Q2 | $1.87M | Buy |
11,188
+3,425
| +44% | +$573K | 0.67% | 29 |
|
2020
Q1 | $1.12M | Buy |
7,763
+1,012
| +15% | +$146K | 0.7% | 30 |
|
2019
Q4 | $960K | Buy |
+6,751
| New | +$960K | 0.57% | 38 |
|