1WA
180 Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,221
| Closed | -$210K | – | 363 |
|
|
2022
Q2 | $210K | Sell |
1,221
-223
| -15% | -$38.4K | 0.05% | 327 |
|
|
2022
Q1 | $280K | Sell |
1,444
-15
| -1% | -$2.91K | 0.06% | 292 |
|
|
2021
Q4 | $266K | Sell |
1,459
-48
| -3% | -$8.75K | 0.06% | 291 |
|
|
2021
Q3 | $254K | Sell |
1,507
-58
| -4% | -$9.78K | 0.06% | 307 |
|
|
2021
Q2 | $299K | Sell |
1,565
-31
| -2% | -$5.92K | 0.07% | 280 |
|
|
2021
Q1 | $296K | Sell |
1,596
-144
| -8% | -$26.7K | 0.07% | 252 |
|
|
2020
Q4 | $277K | Buy |
1,740
+377
| +28% | +$60K | 0.08% | 243 |
|
|
2020
Q3 | $224K | Sell |
1,363
-3
| -0.2% | -$493 | 0.08% | 232 |
|
|
2020
Q2 | $231K | Sell |
1,366
-186
| -12% | -$31.5K | 0.09% | 212 |
|
|
2020
Q1 | $227K | Sell |
1,552
-536
| -26% | -$78.4K | 0.12% | 186 |
|
|
2019
Q4 | $301K | Sell |
2,088
-1,611
| -44% | -$232K | 0.12% | 200 |
|
|
2019
Q3 | $506K | Sell |
3,699
-1,149
| -24% | -$157K | 0.22% | 119 |
|
|
2019
Q2 | $649K | Sell |
4,848
-171
| -3% | -$22.9K | 0.29% | 97 |
|
|
2019
Q1 | $618K | Sell |
5,019
-1,830
| -27% | -$225K | 0.28% | 99 |
|
|
2018
Q4 | $762K | Sell |
6,849
-210
| -3% | -$23.4K | 0.36% | 84 |
|
|
2018
Q3 | $786K | Sell |
7,059
-408
| -5% | -$45.4K | 0.36% | 83 |
|
|
2018
Q2 | $805K | Buy |
7,467
+4,074
| +120% | +$439K | 0.4% | 77 |
|
|
2018
Q1 | $379K | Buy |
+3,393
| New | +$379K | 0.2% | 137 |
|