YHB Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,720
| Closed | -$230K | – | 282 |
|
|
2023
Q1 | $230K | Buy |
1,720
+100
| +6% | +$13.4K | 0.02% | 264 |
|
|
2022
Q4 | $220K | Hold |
1,620
| – | – | 0.02% | 270 |
|
|
2022
Q3 | $234K | Sell |
1,620
-160
| -9% | -$23.1K | 0.03% | 251 |
|
|
2022
Q2 | $300K | Hold |
1,780
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $329K | Sell |
1,780
-95
| -5% | -$17.6K | 0.03% | 231 |
|
|
2021
Q4 | $391K | Sell |
1,875
-38
| -2% | -$7.92K | 0.03% | 229 |
|
|
2021
Q3 | $332K | Buy |
1,913
+118
| +7% | +$20.5K | 0.03% | 230 |
|
|
2021
Q2 | $350K | Buy |
1,795
+65
| +4% | +$12.7K | 0.03% | 233 |
|
|
2021
Q1 | $311K | Sell |
1,730
-710
| -29% | -$128K | 0.03% | 236 |
|
|
2020
Q4 | $388K | Buy |
2,440
+50
| +2% | +$7.95K | 0.04% | 210 |
|
|
2020
Q3 | $398K | Buy |
2,390
+980
| +70% | +$163K | 0.04% | 201 |
|
|
2020
Q2 | $236K | Buy |
+1,410
| New | +$236K | 0.03% | 164 |
|