WFG Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Buy |
119
+89
| +297% | +$8.98K | ﹤0.01% | 1078 |
|
|
2017
Q1 | $3K | Sell |
30
-3,271
| -99% | -$327K | ﹤0.01% | 1272 |
|
|
2016
Q4 | $286K | Buy |
3,301
+389
| +13% | +$33.7K | 0.07% | 290 |
|
|
2016
Q3 | $274K | Sell |
2,912
-24
| -0.8% | -$2.26K | 0.07% | 286 |
|
|
2016
Q2 | $298K | Buy |
2,936
+501
| +21% | +$50.9K | 0.08% | 246 |
|
|
2016
Q1 | $211K | Buy |
2,435
+525
| +27% | +$45.5K | 0.06% | 289 |
|
|
2015
Q4 | $165K | Buy |
1,910
+1,640
| +607% | +$142K | 0.05% | 339 |
|
|
2015
Q3 | $21K | Buy |
+270
| New | +$21K | 0.01% | 866 |
|
|
2014
Q4 | – | Sell |
-532
| Closed | -$43K | – | 2069 |
|
|
2014
Q3 | $43K | Buy |
532
+2
| +0.4% | +$162 | 0.01% | 981 |
|
|
2014
Q2 | $39K | Buy |
530
+3
| +0.6% | +$221 | 0.01% | 1004 |
|
|
2014
Q1 | $39K | Buy |
527
+2
| +0.4% | +$148 | 0.01% | 1004 |
|
|
2013
Q4 | $39K | Buy |
525
+25
| +5% | +$1.86K | 0.01% | 1091 |
|
|
2013
Q3 | $37K | Hold |
500
| – | – | 0.01% | 1034 |
|
|
2013
Q2 | $36K | Buy |
+500
| New | +$36K | 0.01% | 1004 |
|