Wellington Shields & Co’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,250
| Closed | -$295K | – | 306 |
|
|
2024
Q4 | $295K | Sell |
3,250
-2,750
| -46% | -$250K | 0.09% | 170 |
|
|
2024
Q3 | $712K | Buy |
6,000
+4,500
| +300% | +$534K | 0.22% | 104 |
|
|
2024
Q2 | $147K | Hold |
1,500
| – | – | 0.05% | 234 |
|
|
2024
Q1 | $159K | Buy |
1,500
+500
| +50% | +$52.9K | 0.05% | 225 |
|
|
2023
Q4 | $115K | Hold |
1,000
| – | – | 0.04% | 230 |
|
|
2023
Q3 | $92K | Buy |
+1,000
| New | +$92K | 0.02% | 243 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$134K | – | 294 |
|
|
2023
Q1 | $134K | Hold |
1,000
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $136K | Hold |
1,000
| – | – | 0.03% | 236 |
|
|
2022
Q3 | $145K | Hold |
1,000
| – | – | 0.06% | 212 |
|
|
2022
Q2 | $168K | Buy |
+1,000
| New | +$168K | 0.04% | 206 |
|