CWP
Cyndeo Wealth Partners’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
1,953
+1
| +0.1% | +$103 | 0.01% | 452 |
|
|
2025
Q1 | $203K | Buy |
+1,952
| New | +$203K | 0.01% | 434 |
|
|
2024
Q4 | – | Sell |
-2,102
| Closed | -$249K | – | 446 |
|
|
2024
Q3 | $249K | Buy |
2,102
+12
| +0.6% | +$1.42K | 0.02% | 404 |
|
|
2024
Q2 | $204K | Sell |
2,090
-60
| -3% | -$5.86K | 0.02% | 381 |
|
|
2024
Q1 | $228K | Sell |
2,150
-44
| -2% | -$4.66K | 0.02% | 358 |
|
|
2023
Q4 | $253K | Sell |
2,194
-18
| -0.8% | -$2.07K | 0.02% | 324 |
|
|
2023
Q3 | $204K | Buy |
2,212
+18
| +0.8% | +$1.66K | 0.02% | 327 |
|
|
2023
Q2 | $250K | Sell |
2,194
-311
| -12% | -$35.4K | 0.03% | 288 |
|
|
2023
Q1 | $335K | Sell |
2,505
-23
| -0.9% | -$3.08K | 0.04% | 253 |
|
|
2022
Q4 | $343K | Buy |
+2,528
| New | +$343K | 0.04% | 246 |
|