Wealthcare Capital Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-228
| Closed | -$39K | – | 170 |
|
|
2021
Q1 | $39K | Buy |
+228
| New | +$39K | ﹤0.01% | 159 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$4K | – | 314 |
|
|
2019
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 276 |
|
|
2018
Q1 | – | Sell |
-17
| Closed | -$2K | – | 204 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 189 |
|
|
2015
Q2 | – | Sell |
-170
| Closed | -$14K | – | 458 |
|
|
2015
Q1 | $14K | Buy |
+170
| New | +$14K | ﹤0.01% | 454 |
|