CWG
Cornerstone Wealth Group’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22,466
| Closed | -$3.78M | – | 130 |
|
|
2022
Q2 | $3.78M | Buy |
+22,466
| New | +$3.78M | 0.79% | 43 |
|
|
2021
Q1 | – | Sell |
-12,320
| Closed | -$1.96M | – | 160 |
|
|
2020
Q4 | $1.96M | Sell |
12,320
-385
| -3% | -$61.3K | 0.48% | 73 |
|
|
2020
Q3 | $2.12M | Sell |
12,705
-11,252
| -47% | -$1.87M | 0.58% | 59 |
|
|
2020
Q2 | $4.01M | Buy |
23,957
+1,015
| +4% | +$170K | 1.01% | 23 |
|
|
2020
Q1 | $3.31M | Buy |
22,942
+397
| +2% | +$57.3K | 1.17% | 25 |
|
|
2019
Q4 | $3.21M | Buy |
22,545
+93
| +0.4% | +$13.2K | 0.87% | 36 |
|
|
2019
Q3 | $3.12M | Buy |
22,452
+13,049
| +139% | +$1.81M | 0.78% | 38 |
|
|
2019
Q2 | $1.23M | Buy |
+9,403
| New | +$1.23M | 0.33% | 89 |
|