Wealthcare Advisory Partners’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 | $217K | Sell |
2,115
-2,324
| -52% | -$239K | 0.01% | 911 |
|
|
2025
Q1 | $463K | Buy |
4,439
+163
| +4% | +$17K | 0.01% | 610 |
|
|
2024
Q4 | $388K | Buy |
+4,276
| New | +$388K | 0.01% | 634 |
|
|
2024
Q3 | – | Sell |
-2,133
| Closed | -$208K | – | 882 |
|
|
2024
Q2 | $208K | Buy |
+2,133
| New | +$208K | 0.01% | 779 |
|
|
2023
Q3 | – | Sell |
-3,443
| Closed | -$392K | – | 703 |
|
|
2023
Q2 | $392K | Buy |
3,443
+628
| +22% | +$71.6K | 0.02% | 498 |
|
|
2023
Q1 | $377K | Buy |
2,815
+88
| +3% | +$11.8K | 0.02% | 525 |
|
|
2022
Q4 | $370K | Buy |
2,727
+588
| +27% | +$79.8K | 0.02% | 486 |
|
|
2022
Q3 | $309K | Buy |
2,139
+398
| +23% | +$57.5K | 0.02% | 476 |
|
|
2022
Q2 | $293K | Sell |
1,741
-128
| -7% | -$21.5K | 0.02% | 431 |
|
|
2022
Q1 | $345K | Sell |
1,869
-35
| -2% | -$6.46K | 0.02% | 379 |
|
|
2021
Q4 | $397K | Buy |
1,904
+91
| +5% | +$19K | 0.02% | 369 |
|
|
2021
Q3 | $314K | Buy |
1,813
+639
| +54% | +$111K | 0.02% | 403 |
|
|
2021
Q2 | $229K | Buy |
1,174
+226
| +24% | +$44.1K | 0.02% | 492 |
|
|
2021
Q1 | $163K | Buy |
+948
| New | +$163K | 0.01% | 526 |
|
|
2020
Q2 | – | Sell |
-443
| Closed | -$64K | – | 464 |
|
|
2020
Q1 | $64K | Sell |
443
-85
| -16% | -$12.3K | 0.01% | 459 |
|
|
2019
Q4 | $75K | Sell |
528
-233
| -31% | -$33.1K | 0.01% | 465 |
|
|
2019
Q3 | $106K | Sell |
761
-333
| -30% | -$46.4K | 0.02% | 374 |
|
|
2019
Q2 | $143K | Buy |
1,094
+3
| +0.3% | +$392 | 0.02% | 315 |
|
|
2019
Q1 | $140K | Buy |
1,091
+102
| +10% | +$13.1K | 0.02% | 284 |
|
|
2018
Q4 | $107K | Buy |
989
+212
| +27% | +$22.9K | 0.02% | 297 |
|
|
2018
Q3 | $86K | Buy |
777
+2
| +0.3% | +$221 | 0.02% | 361 |
|
|
2018
Q2 | $84K | Buy |
775
+407
| +111% | +$44.1K | 0.02% | 368 |
|
|
2018
Q1 | $40K | Sell |
368
-641
| -64% | -$69.7K | 0.01% | 439 |
|
|
2017
Q4 | $112K | Buy |
1,009
+20
| +2% | +$2.22K | 0.03% | 241 |
|
|
2017
Q3 | $99K | Buy |
+989
| New | +$99K | 0.03% | 213 |
|