DWA

Dougherty Wealth Advisers’s Crown Castle CCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-394	Closed	-$82K	–	131
2021 Q4	$82K	Hold	394	–	–	0.11%	83
2021 Q3	$68K	Hold	394	–	–	0.1%	84
2021 Q2	$77K	Hold	394	–	–	0.11%	78
2021 Q1	$68K	Hold	394	–	–	0.1%	81
2020 Q4	$63K	Hold	394	–	–	0.1%	86
2020 Q3	$66K	Hold	394	–	–	0.23%	78
2020 Q2	$66K	Hold	394	–	–	0.24%	80
2020 Q1	$57K	Hold	394	–	–	0.23%	83
2019 Q4	$56K	Hold	394	–	–	0.17%	98
2019 Q3	$55K	Hold	394	–	–	0.18%	97
2019 Q2	$51K	Hold	394	–	–	0.14%	116
2019 Q1	$50K	Hold	394	–	–	0.17%	103
2018 Q4	$47K	Buy	+394	New	+$47K	0.15%	110