Beverly Hills Private Wealth’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
1,302
-139
-10% -$32.6K 0.06% 260
2025
Q1
$317K Buy
1,441
+155
+12% +$34.1K 0.06% 254
2024
Q4
$262K Sell
1,286
-203
-14% -$41.4K 0.05% 283
2024
Q3
$358K Sell
1,489
-319
-18% -$76.8K 0.07% 240
2024
Q2
$355K Sell
1,808
-134
-7% -$26.3K 0.08% 246
2024
Q1
$421K Sell
1,942
-24
-1% -$5.2K 0.1% 225
2023
Q4
$499K Sell
1,966
-226
-10% -$57.3K 0.13% 168
2023
Q3
$439K Sell
2,192
-2,061
-48% -$413K 0.13% 167
2023
Q2
$948K Buy
4,253
+3,049
+253% +$680K 0.16% 145
2023
Q1
$314K Buy
1,204
+215
+22% +$56.1K 0.1% 213
2022
Q4
$277K Buy
+989
New +$277K 0.12% 187