CSWM
Cassady Schiller Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.18K | Buy |
+24
| New | +$2.18K | ﹤0.01% | 554 |
|
|
2024
Q1 | – | Sell |
-75
| Closed | -$8.64K | – | 497 |
|
|
2023
Q4 | $8.64K | Hold |
75
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $6.9K | Hold |
75
| – | – | ﹤0.01% | 351 |
|
|
2023
Q2 | $8.55K | Sell |
75
-100
| -57% | -$11.4K | ﹤0.01% | 349 |
|
|
2023
Q1 | $23.4K | Sell |
175
-12
| -6% | -$1.61K | 0.01% | 261 |
|
|
2022
Q4 | $25.4K | Buy |
+187
| New | +$25.4K | 0.02% | 250 |
|
|
2022
Q1 | – | Sell |
-185
| Closed | -$39K | – | 181 |
|
|
2021
Q4 | $39K | Buy |
+185
| New | +$39K | 0.02% | 220 |
|