WEC
Winslow Evans & Crocker’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $635K | Buy |
3,989
+1,544
| +63% | +$246K | 0.12% | 178 |
|
|
2020
Q3 | $407K | Buy |
2,445
+2
| +0.1% | +$333 | 0.1% | 193 |
|
|
2020
Q2 | $409K | Sell |
2,443
-1
| -0% | -$167 | 0.11% | 180 |
|
|
2020
Q1 | $354K | Sell |
2,444
-122
| -5% | -$17.7K | 0.12% | 180 |
|
|
2019
Q4 | $366K | Sell |
2,566
-98
| -4% | -$14K | 0.09% | 213 |
|
|
2019
Q3 | $372K | Sell |
2,664
-2
| -0.1% | -$279 | 0.1% | 203 |
|
|
2019
Q2 | $350K | Sell |
2,666
-276
| -9% | -$36.2K | 0.1% | 216 |
|
|
2019
Q1 | $378K | Buy |
2,942
+280
| +11% | +$36K | 0.11% | 199 |
|
|
2018
Q4 | $292K | Sell |
2,662
-46
| -2% | -$5.05K | 0.1% | 208 |
|
|
2018
Q3 | $304K | Buy |
2,708
+2
| +0.1% | +$225 | 0.09% | 210 |
|
|
2018
Q2 | $294K | Sell |
2,706
-70
| -3% | -$7.61K | 0.09% | 207 |
|
|
2018
Q1 | $304K | Sell |
2,776
-50
| -2% | -$5.48K | 0.1% | 196 |
|
|
2017
Q4 | $314K | Buy |
2,826
+1,550
| +121% | +$172K | 0.1% | 202 |
|
|
2017
Q3 | $127K | Buy |
1,276
+226
| +22% | +$22.6K | 0.04% | 319 |
|
|
2017
Q2 | $104K | Buy |
1,050
+278
| +36% | +$27.6K | 0.03% | 428 |
|
|
2017
Q1 | $72.7K | Buy |
772
+76
| +11% | +$7.16K | 0.02% | 468 |
|
|
2016
Q4 | $60.3K | Buy |
696
+148
| +27% | +$12.8K | 0.02% | 494 |
|
|
2016
Q3 | $51.5K | Hold |
548
| – | – | 0.01% | 532 |
|
|
2016
Q2 | $55.5K | Buy |
548
+1
| +0.2% | +$101 | 0.02% | 490 |
|
|
2016
Q1 | $47.3K | Sell |
547
-1
| -0.2% | -$87 | 0.01% | 512 |
|
|
2015
Q4 | $47.3K | Sell |
548
-178
| -25% | -$15.4K | 0.01% | 542 |
|
|
2015
Q3 | $57.3K | Hold |
726
| – | – | 0.02% | 490 |
|
|
2015
Q2 | $58.3K | Hold |
726
| – | – | 0.02% | 518 |
|
|
2015
Q1 | $59.9K | Hold |
726
| – | – | 0.02% | 514 |
|
|
2014
Q4 | $57.1K | Hold |
726
| – | – | 0.02% | 513 |
|
|
2014
Q3 | $58.5K | Sell |
726
-47
| -6% | -$3.79K | 0.02% | 522 |
|
|
2014
Q2 | $57.4K | Buy |
773
+47
| +6% | +$3.49K | 0.02% | 468 |
|
|
2014
Q1 | $53.6K | Buy |
726
+24
| +3% | +$1.77K | 0.02% | 477 |
|
|
2013
Q4 | $51K | Buy |
+702
| New | +$51K | 0.02% | 510 |
|