Western Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,741
| Closed | -$201K | – | 655 |
|
2023
Q4 | $201K | Buy |
+1,741
| New | +$201K | 0.01% | 664 |
|
2023
Q3 | – | Sell |
-2,117
| Closed | -$241K | – | 657 |
|
2023
Q2 | $241K | Sell |
2,117
-15
| -0.7% | -$1.71K | 0.02% | 561 |
|
2023
Q1 | $285K | Buy |
2,132
+73
| +4% | +$9.77K | 0.03% | 509 |
|
2022
Q4 | $279K | Sell |
2,059
-2,491
| -55% | -$338K | 0.03% | 480 |
|
2022
Q3 | $658K | Buy |
4,550
+1,680
| +59% | +$243K | 0.04% | 402 |
|
2022
Q2 | $489K | Sell |
2,870
-71
| -2% | -$12.1K | 0.03% | 482 |
|
2022
Q1 | $543K | Buy |
2,941
+448
| +18% | +$82.7K | 0.03% | 504 |
|
2021
Q4 | $521K | Buy |
+2,493
| New | +$521K | 0.05% | 316 |
|
2021
Q2 | $425K | Buy |
+2,191
| New | +$425K | 0.04% | 398 |
|
2020
Q4 | – | Sell |
-2,065
| Closed | -$344K | – | 469 |
|
2020
Q3 | $344K | Sell |
2,065
-134
| -6% | -$22.3K | 0.06% | 305 |
|
2020
Q2 | $368K | Sell |
2,199
-440
| -17% | -$73.6K | 0.07% | 274 |
|
2020
Q1 | $379K | Buy |
+2,639
| New | +$379K | 0.09% | 227 |
|
2019
Q4 | – | Sell |
-2,746
| Closed | -$381K | – | 399 |
|
2019
Q3 | $381K | Sell |
2,746
-1,171
| -30% | -$162K | 0.08% | 250 |
|
2019
Q2 | $509K | Buy |
3,917
+454
| +13% | +$59K | 0.07% | 219 |
|
2019
Q1 | $443K | Buy |
3,463
+307
| +10% | +$39.3K | 0.1% | 223 |
|
2018
Q4 | $344K | Buy |
+3,156
| New | +$344K | 0.09% | 227 |
|