Venture Visionary Partners’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,340
Closed -$399K 515
2023
Q3
$399K Sell
4,340
-1,779
-29% -$164K 0.02% 366
2023
Q2
$697K Buy
6,119
+178
+3% +$20.3K 0.04% 291
2023
Q1
$795K Sell
5,941
-1,175
-17% -$157K 0.05% 264
2022
Q4
$965K Sell
7,116
-534
-7% -$72.4K 0.07% 221
2022
Q3
$1.11M Sell
7,650
-44
-0.6% -$6.36K 0.09% 184
2022
Q2
$1.3M Buy
7,694
+23
+0.3% +$3.87K 0.1% 168
2022
Q1
$1.42M Sell
7,671
-71
-0.9% -$13.1K 0.09% 176
2021
Q4
$1.62M Buy
7,742
+610
+9% +$127K 0.11% 161
2021
Q3
$1.23M Sell
7,132
-324
-4% -$55.9K 0.09% 183
2021
Q2
$1.44M Sell
7,456
-2,802
-27% -$542K 0.12% 164
2021
Q1
$1.77M Buy
10,258
+3,978
+63% +$684K 0.15% 128
2020
Q4
$999K Buy
6,280
+5,036
+405% +$801K 0.11% 152
2020
Q3
$207K Buy
1,244
+9
+0.7% +$1.5K 0.05% 185
2020
Q2
$206K Buy
+1,235
New +$206K 0.06% 165