Valley National Advisers’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-155
| Closed | -$18K | – | 774 |
|
|
2024
Q3 | $18K | Sell |
155
-100
| -39% | -$11.6K | ﹤0.01% | 455 |
|
|
2024
Q2 | $24K | Sell |
255
-31
| -11% | -$2.92K | ﹤0.01% | 484 |
|
|
2024
Q1 | $30K | Sell |
286
-1
| -0.3% | -$105 | ﹤0.01% | 471 |
|
|
2023
Q4 | $33K | Buy |
287
+97
| +51% | +$11.2K | 0.01% | 463 |
|
|
2023
Q3 | $17K | Buy |
190
+40
| +27% | +$3.58K | ﹤0.01% | 519 |
|
|
2023
Q2 | $18K | Hold |
150
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $19K | Hold |
150
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $22K | Hold |
150
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $20K | Hold |
150
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $26K | Hold |
150
| – | – | 0.01% | 436 |
|
|
2022
Q1 | $28K | Hold |
150
| – | – | 0.01% | 460 |
|
|
2021
Q4 | $31K | Buy |
+150
| New | +$31K | 0.01% | 439 |
|