TRUE Private Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,443
| Closed | -$208K | – | 225 |
|
|
2022
Q3 | $208K | Buy |
1,443
+5
| +0.3% | +$721 | 0.03% | 198 |
|
|
2022
Q2 | $242K | Sell |
1,438
-180
| -11% | -$30.3K | 0.04% | 191 |
|
|
2022
Q1 | $298K | Hold |
1,618
| – | – | 0.04% | 176 |
|
|
2021
Q4 | $337K | Sell |
1,618
-33
| -2% | -$6.87K | 0.05% | 189 |
|
|
2021
Q3 | $286K | Sell |
1,651
-16
| -1% | -$2.77K | 0.04% | 193 |
|
|
2021
Q2 | $325K | Sell |
1,667
-516
| -24% | -$101K | 0.05% | 173 |
|
|
2021
Q1 | $376K | Sell |
2,183
-646
| -23% | -$111K | 0.06% | 157 |
|
|
2020
Q4 | $450K | Sell |
2,829
-129
| -4% | -$20.5K | 0.08% | 130 |
|
|
2020
Q3 | $492K | Buy |
2,958
+22
| +0.7% | +$3.66K | 0.08% | 123 |
|
|
2020
Q2 | $491K | Sell |
2,936
-34
| -1% | -$5.69K | 0.09% | 119 |
|
|
2020
Q1 | $428K | Sell |
2,970
-992
| -25% | -$143K | 0.09% | 107 |
|
|
2019
Q4 | $563K | Buy |
3,962
+1,100
| +38% | +$156K | 0.09% | 125 |
|
|
2019
Q3 | $397K | Buy |
2,862
+333
| +13% | +$46.2K | 0.07% | 138 |
|
|
2019
Q2 | $329K | Buy |
2,529
+234
| +10% | +$30.4K | 0.06% | 149 |
|
|
2019
Q1 | $293K | Sell |
2,295
-76
| -3% | -$9.7K | 0.06% | 156 |
|
|
2018
Q4 | $257K | Sell |
2,371
-83
| -3% | -$9K | 0.05% | 197 |
|
|
2018
Q3 | $273K | Sell |
2,454
-119
| -5% | -$13.2K | 0.04% | 226 |
|
|
2018
Q2 | $277K | Buy |
+2,573
| New | +$277K | 0.04% | 218 |
|