Wealth Architects’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 | – | Sell |
-3,933
| Closed | -$410K | – | 228 |
|
2025
Q1 | $410K | Buy |
+3,933
| New | +$410K | 0.05% | 147 |
|
2022
Q3 | – | Sell |
-1,422
| Closed | -$239K | – | 177 |
|
2022
Q2 | $239K | Sell |
1,422
-35
| -2% | -$5.88K | 0.05% | 152 |
|
2022
Q1 | $269K | Buy |
1,457
+52
| +4% | +$9.6K | 0.05% | 159 |
|
2021
Q4 | $293K | Sell |
1,405
-209
| -13% | -$43.6K | 0.05% | 155 |
|
2021
Q3 | $280K | Buy |
1,614
+298
| +23% | +$51.7K | 0.05% | 143 |
|
2021
Q2 | $257K | Buy |
1,316
+31
| +2% | +$6.05K | 0.05% | 152 |
|
2021
Q1 | $221K | Buy |
1,285
+6
| +0.5% | +$1.03K | 0.05% | 149 |
|
2020
Q4 | $204K | Buy |
1,279
+1
| +0.1% | +$159 | 0.05% | 149 |
|
2020
Q3 | $213K | Buy |
1,278
+65
| +5% | +$10.8K | 0.06% | 136 |
|
2020
Q2 | $203K | Buy |
+1,213
| New | +$203K | 0.06% | 130 |
|