Axxcess Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,551
| Closed | -$587K | – | 856 |
|
|
2024
Q1 | $587K | Buy |
+5,551
| New | +$587K | 0.02% | 501 |
|
|
2023
Q2 | – | Sell |
-5,988
| Closed | -$801K | – | 606 |
|
|
2023
Q1 | $801K | Sell |
5,988
-1,153
| -16% | -$154K | 0.06% | 267 |
|
|
2022
Q4 | $969K | Buy |
7,141
+5,214
| +271% | +$707K | 0.08% | 229 |
|
|
2022
Q3 | $279K | Sell |
1,927
-4
| -0.2% | -$579 | 0.03% | 414 |
|
|
2022
Q2 | $325K | Sell |
1,931
-88
| -4% | -$14.8K | 0.03% | 374 |
|
|
2022
Q1 | $373K | Buy |
2,019
+451
| +29% | +$83.3K | 0.03% | 418 |
|
|
2021
Q4 | $327K | Buy |
+1,568
| New | +$327K | 0.02% | 448 |
|