West Family Investments’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,186
| Closed | -$259K | – | 290 |
|
2024
Q3 | $259K | Buy |
+2,186
| New | +$259K | 0.09% | 230 |
|
2024
Q1 | – | Sell |
-1,780
| Closed | -$205K | – | 262 |
|
2023
Q4 | $205K | Buy |
+1,780
| New | +$205K | 0.07% | 217 |
|
2022
Q4 | – | Sell |
-1,793
| Closed | -$259K | – | 241 |
|
2022
Q3 | $259K | Buy |
1,793
+137
| +8% | +$19.8K | 0.11% | 170 |
|
2022
Q2 | $279K | Buy |
+1,656
| New | +$279K | 0.11% | 174 |
|
2022
Q1 | – | Sell |
-1,738
| Closed | -$363K | – | 298 |
|
2021
Q4 | $363K | Sell |
1,738
-1,731
| -50% | -$362K | 0.1% | 169 |
|
2021
Q3 | $601K | Buy |
3,469
+249
| +8% | +$43.1K | 0.16% | 120 |
|
2021
Q2 | $628K | Buy |
+3,220
| New | +$628K | 0.17% | 97 |
|