CWS

Confluence Wealth Services’s Crown Castle CCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,496	Closed	-$804K	–	236
2022 Q2	$804K	Buy	4,496 +60	+1%	+$10.7K	0.35%	98
2022 Q1	$818K	Buy	4,436 +12	+0.3%	+$2.21K	0.3%	95
2021 Q4	$923K	Buy	+4,424	New	+$923K	0.3%	86