BWA
Burt Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 135 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 371 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 366 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$11K | – | 356 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | 0.01% | 269 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 286 |
|
|
2018
Q2 | $11K | Hold |
100
| – | – | 0.01% | 279 |
|
|
2018
Q1 | $11K | Buy |
+100
| New | +$11K | 0.01% | 283 |
|
|
2016
Q2 | – | Sell |
-430
| Closed | -$37K | – | 438 |
|
|
2016
Q1 | $37K | Buy |
+430
| New | +$37K | 0.03% | 191 |
|