WealthPLAN 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
Q3 | – | Sell |
-745
| Closed | -$84.9K | – | 430 |
|
|
2023
Q2 | $84.9K | Sell |
745
-2
| -0.3% | -$228 | 0.01% | 421 |
|
|
2023
Q1 | $100K | Buy |
+747
| New | +$100K | 0.01% | 426 |
|
|
2019
Q2 | – | Sell |
-2,508
| Closed | -$319K | – | 241 |
|
|
2019
Q1 | $319K | Sell |
2,508
-102
| -4% | -$13K | 0.05% | 192 |
|
|
2018
Q4 | $313K | Hold |
2,610
| – | – | 0.05% | 190 |
|
|
2018
Q3 | $286K | Buy |
2,610
+370
| +17% | +$40.5K | 0.05% | 192 |
|
|
2018
Q2 | $241K | Buy |
2,240
+130
| +6% | +$14K | 0.05% | 218 |
|
|
2018
Q1 | $231K | Buy |
+2,110
| New | +$231K | 0.05% | 239 |
|
|
2016
Q3 | $2.82K | Sell |
31
-31
| -50% | -$2.82K | ﹤0.01% | 811 |
|
|
2016
Q2 | $3.15K | Buy |
+62
| New | +$3.15K | ﹤0.01% | 2123 |
|