Vantage Financial Partners (Illinois)’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,950
| Closed | -$206K | – | 107 |
|
|
2024
Q1 | $206K | Hold |
1,950
| – | – | 0.05% | 104 |
|
|
2023
Q4 | $225K | Sell |
1,950
-440
| -18% | -$50.7K | 0.07% | 99 |
|
|
2023
Q3 | $220K | Hold |
2,390
| – | – | 0.13% | 82 |
|
|
2023
Q2 | $272K | Hold |
2,390
| – | – | 0.15% | 85 |
|
|
2023
Q1 | $320K | Hold |
2,390
| – | – | 0.19% | 77 |
|
|
2022
Q4 | $324K | Hold |
2,390
| – | – | 0.19% | 79 |
|
|
2022
Q3 | $345K | Hold |
2,390
| – | – | 0.22% | 64 |
|
|
2022
Q2 | $402K | Hold |
2,390
| – | – | 0.24% | 65 |
|
|
2022
Q1 | $441K | Buy |
2,390
+20
| +0.8% | +$3.69K | 0.23% | 61 |
|
|
2021
Q4 | $495K | Buy |
2,370
+370
| +19% | +$77.3K | 0.25% | 57 |
|
|
2021
Q3 | $347K | Hold |
2,000
| – | – | 0.19% | 63 |
|
|
2021
Q2 | $390K | Buy |
2,000
+75
| +4% | +$14.6K | 0.22% | 60 |
|
|
2021
Q1 | $331K | Buy |
+1,925
| New | +$331K | 0.19% | 64 |
|