TrueWealth LLC’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $30K | Hold |
178
| – | – | 0.01% | 333 |
|
|
2020
Q1 | $26K | Sell |
178
-28
| -14% | -$4.09K | 0.01% | 325 |
|
|
2019
Q4 | $29K | Buy |
206
+33
| +19% | +$4.65K | 0.01% | 332 |
|
|
2019
Q3 | $24K | Hold |
173
| – | – | 0.01% | 346 |
|
|
2019
Q2 | $23K | Sell |
173
-83
| -32% | -$11K | 0.01% | 352 |
|
|
2019
Q1 | $33K | Buy |
256
+83
| +48% | +$10.7K | 0.02% | 311 |
|
|
2018
Q4 | $19K | Sell |
173
-60
| -26% | -$6.59K | 0.01% | 363 |
|
|
2018
Q3 | $26K | Hold |
233
| – | – | 0.01% | 352 |
|
|
2018
Q2 | $25K | Hold |
233
| – | – | 0.01% | 352 |
|
|
2018
Q1 | $26K | Sell |
233
-644
| -73% | -$71.9K | 0.01% | 324 |
|
|
2017
Q4 | $97K | Buy |
+877
| New | +$97K | 0.05% | 217 |
|