BTWM
Baker Tilly Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,697
| Closed | -$421K | – | 476 |
|
|
2023
Q2 | $421K | Sell |
3,697
-211
| -5% | -$24K | 0.04% | 382 |
|
|
2023
Q1 | $523K | Buy |
3,908
+950
| +32% | +$127K | 0.06% | 321 |
|
|
2022
Q4 | $401K | Sell |
2,958
-777
| -21% | -$105K | 0.05% | 378 |
|
|
2022
Q3 | $540K | Sell |
3,735
-306
| -8% | -$44.2K | 0.07% | 275 |
|
|
2022
Q2 | $680K | Buy |
4,041
+39
| +1% | +$6.56K | 0.09% | 243 |
|
|
2022
Q1 | $739K | Sell |
4,002
-498
| -11% | -$92K | 0.08% | 250 |
|
|
2021
Q4 | $939K | Buy |
4,500
+388
| +9% | +$81K | 0.1% | 215 |
|
|
2021
Q3 | $713K | Sell |
4,112
-15
| -0.4% | -$2.6K | 0.09% | 238 |
|
|
2021
Q2 | $805K | Buy |
4,127
+311
| +8% | +$60.7K | 0.13% | 179 |
|
|
2021
Q1 | $657K | Buy |
+3,816
| New | +$657K | 0.13% | 191 |
|