WR Wealth Planners’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 | $3.63K | Sell |
40
-43
| -52% | -$3.9K | ﹤0.01% | 752 |
|
|
2024
Q3 | $9.85K | Buy |
83
+10
| +14% | +$1.19K | ﹤0.01% | 631 |
|
|
2024
Q2 | $7.13K | Sell |
73
-46
| -39% | -$4.49K | ﹤0.01% | 658 |
|
|
2024
Q1 | $12.6K | Buy |
+119
| New | +$12.6K | ﹤0.01% | 553 |
|
|
2023
Q4 | – | Sell |
-48
| Closed | -$4.42K | – | 281 |
|
|
2023
Q3 | $4.42K | Hold |
48
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $5.47K | Sell |
48
-109
| -69% | -$12.4K | ﹤0.01% | 668 |
|
|
2023
Q1 | $21K | Buy |
157
+109
| +227% | +$14.6K | 0.01% | 419 |
|
|
2022
Q4 | $6.51K | Hold |
48
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $6.94K | Hold |
48
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $8.08K | Hold |
48
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $8.86K | Buy |
+48
| New | +$8.86K | 0.01% | 314 |
|