YorkBridge Wealth Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-216
| Closed | -$28K | – | 244 |
|
|
2019
Q2 | $28K | Hold |
216
| – | – | 0.01% | 423 |
|
|
2019
Q1 | $28K | Hold |
216
| – | – | 0.01% | 417 |
|
|
2018
Q4 | $23K | Buy |
216
+43
| +25% | +$4.58K | 0.01% | 424 |
|
|
2018
Q3 | $19K | Sell |
173
-98
| -36% | -$10.8K | 0.01% | 527 |
|
|
2018
Q2 | $29K | Hold |
271
| – | – | 0.01% | 440 |
|
|
2018
Q1 | $28K | Hold |
271
| – | – | 0.01% | 445 |
|
|
2017
Q4 | $30K | Hold |
271
| – | – | 0.01% | 429 |
|
|
2017
Q3 | $27K | Buy |
271
+98
| +57% | +$9.76K | 0.01% | 454 |
|
|
2017
Q2 | $17K | Hold |
173
| – | – | 0.01% | 548 |
|
|
2017
Q1 | $16K | Buy |
173
+3
| +2% | +$277 | 0.01% | 551 |
|
|
2016
Q4 | $14K | Buy |
+170
| New | +$14K | 0.01% | 512 |
|