Waterfront Wealth’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 | $805K | Sell |
7,836
-325
| -4% | -$33.4K | 0.18% | 158 |
|
2025
Q1 | $851K | Buy |
8,161
+6
| +0.1% | +$625 | 0.21% | 149 |
|
2024
Q4 | $740K | Sell |
8,155
-283
| -3% | -$25.7K | 0.18% | 158 |
|
2024
Q3 | $908K | Buy |
8,438
+146
| +2% | +$15.7K | 0.22% | 144 |
|
2024
Q2 | $810K | Buy |
8,292
+1,000
| +14% | +$97.7K | 0.22% | 143 |
|
2024
Q1 | $684K | Buy |
7,292
+1,777
| +32% | +$167K | 0.19% | 153 |
|
2023
Q4 | $635K | Buy |
5,515
+101
| +2% | +$11.6K | 0.19% | 150 |
|
2023
Q3 | $470K | Buy |
5,414
+1,783
| +49% | +$155K | 0.15% | 166 |
|
2023
Q2 | $200K | Buy |
+3,631
| New | +$200K | 0.06% | 238 |
|