Wealthspire Advisors (New York)’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,575
| Closed | -$349K | – | 545 |
|
|
2022
Q4 | $349K | Buy |
+2,575
| New | +$349K | 0.01% | 429 |
|
|
2022
Q3 | – | Sell |
-1,976
| Closed | -$333K | – | 516 |
|
|
2022
Q2 | $333K | Buy |
+1,976
| New | +$333K | 0.01% | 377 |
|
|
2022
Q1 | – | Sell |
-2,303
| Closed | -$481K | – | 451 |
|
|
2021
Q4 | $481K | Sell |
2,303
-108
| -4% | -$22.6K | 0.01% | 328 |
|
|
2021
Q3 | $418K | Buy |
+2,411
| New | +$418K | 0.01% | 393 |
|
|
2021
Q2 | – | Sell |
-6,924
| Closed | -$1.19M | – | 420 |
|
|
2021
Q1 | $1.19M | Buy |
6,924
+660
| +11% | +$114K | 0.03% | 233 |
|
|
2020
Q4 | $997K | Buy |
6,264
+3,167
| +102% | +$504K | 0.03% | 205 |
|
|
2020
Q3 | $516K | Buy |
3,097
+669
| +28% | +$111K | 0.03% | 176 |
|
|
2020
Q2 | $406K | Sell |
2,428
-4,440
| -65% | -$742K | 0.03% | 173 |
|
|
2020
Q1 | $992K | Buy |
6,868
+5,421
| +375% | +$783K | 0.04% | 200 |
|
|
2019
Q4 | $206K | Buy |
+1,447
| New | +$206K | 0.02% | 199 |
|
|
2019
Q1 | – | Sell |
-422
| Closed | -$46K | – | 169 |
|
|
2018
Q4 | $46K | Buy |
+422
| New | +$46K | ﹤0.01% | 197 |
|