EWM
Evermay Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $10.4K | Sell |
100
-25
| -20% | -$2.61K | ﹤0.01% | 443 |
|
|
2024
Q4 | $11.3K | Hold |
125
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $14.8K | Sell |
125
-98
| -44% | -$11.6K | ﹤0.01% | 419 |
|
|
2024
Q2 | $21.8K | Hold |
223
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $23.6K | Sell |
223
-4
| -2% | -$423 | ﹤0.01% | 409 |
|
|
2023
Q4 | $26.1K | Sell |
227
-80
| -26% | -$9.22K | ﹤0.01% | 376 |
|
|
2023
Q3 | $28.3K | Hold |
307
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $35K | Hold |
307
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $41.1K | Buy |
307
+98
| +47% | +$13.1K | 0.01% | 315 |
|
|
2022
Q4 | $28.3K | Sell |
209
-92
| -31% | -$12.5K | 0.01% | 340 |
|
|
2022
Q3 | $44K | Sell |
301
-5
| -2% | -$731 | 0.01% | 294 |
|
|
2022
Q2 | $52K | Buy |
306
+139
| +83% | +$23.6K | 0.01% | 273 |
|
|
2022
Q1 | $31K | Hold |
167
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $35K | Buy |
167
+42
| +34% | +$8.8K | 0.01% | 312 |
|
|
2021
Q3 | $22K | Sell |
125
-66
| -35% | -$11.6K | ﹤0.01% | 326 |
|
|
2021
Q2 | $37K | Buy |
+191
| New | +$37K | 0.01% | 315 |
|