True Wealth Design’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 | $4.94K | Buy |
48
+24
| +100% | +$2.47K | ﹤0.01% | 806 |
|
|
2025
Q1 | $2.51K | Buy |
24
+17
| +243% | +$1.78K | ﹤0.01% | 929 |
|
|
2024
Q4 | $645 | Buy |
+7
| New | +$645 | ﹤0.01% | 1048 |
|
|
2024
Q1 | – | Sell |
-1,293
| Closed | -$149K | – | 794 |
|
|
2023
Q4 | $149K | Buy |
1,293
+6
| +0.5% | +$691 | 0.04% | 122 |
|
|
2023
Q3 | $118K | Buy |
1,287
+5
| +0.4% | +$460 | 0.04% | 125 |
|
|
2023
Q2 | $146K | Buy |
1,282
+5
| +0.4% | +$570 | 0.05% | 119 |
|
|
2023
Q1 | $171K | Buy |
1,277
+124
| +11% | +$16.6K | 0.07% | 120 |
|
|
2022
Q4 | $156K | Buy |
+1,153
| New | +$156K | 0.07% | 112 |
|