Wealthspire Advisors (Maryland)’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $619K | Sell |
3,716
-450
| -11% | -$75K | 0.02% | 233 |
|
|
2020
Q2 | $697K | Sell |
4,166
-520
| -11% | -$87K | 0.05% | 208 |
|
|
2020
Q1 | $677K | Sell |
4,686
-1,019
| -18% | -$147K | 0.06% | 196 |
|
|
2019
Q4 | $811K | Buy |
5,705
+118
| +2% | +$16.8K | 0.05% | 197 |
|
|
2019
Q3 | $777K | Sell |
5,587
-691
| -11% | -$96.1K | 0.06% | 181 |
|
|
2019
Q2 | $818K | Buy |
6,278
+380
| +6% | +$49.5K | 0.06% | 161 |
|
|
2019
Q1 | $755K | Sell |
5,898
-387
| -6% | -$49.5K | 0.06% | 177 |
|
|
2018
Q4 | $683K | Sell |
6,285
-586
| -9% | -$63.7K | 0.06% | 165 |
|
|
2018
Q3 | $765K | Sell |
6,871
-136
| -2% | -$15.1K | 0.06% | 177 |
|
|
2018
Q2 | $755K | Sell |
7,007
-1,856
| -21% | -$200K | 0.07% | 167 |
|
|
2018
Q1 | $971K | Sell |
8,863
-1,944
| -18% | -$213K | 0.09% | 135 |
|
|
2017
Q4 | $1.2M | Buy |
10,807
+1,057
| +11% | +$117K | 0.12% | 115 |
|
|
2017
Q3 | $975K | Buy |
9,750
+2,204
| +29% | +$220K | 0.11% | 136 |
|
|
2017
Q2 | $756K | Buy |
7,546
+1,038
| +16% | +$104K | 0.09% | 151 |
|
|
2017
Q1 | $615K | Buy |
6,508
+2,426
| +59% | +$229K | 0.09% | 152 |
|
|
2016
Q4 | $354K | Buy |
4,082
+49
| +1% | +$4.25K | 0.05% | 241 |
|
|
2016
Q3 | $380K | Sell |
4,033
-92
| -2% | -$8.67K | 0.06% | 223 |
|
|
2016
Q2 | $418K | Sell |
4,125
-488
| -11% | -$49.5K | 0.07% | 193 |
|
|
2016
Q1 | $399K | Buy |
4,613
+68
| +1% | +$5.88K | 0.07% | 191 |
|
|
2015
Q4 | $393K | Buy |
+4,545
| New | +$393K | 0.07% | 196 |
|