FMWA
Forvis Mazars Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,034
| Closed | -$642K | – | 291 |
|
|
2020
Q4 | $642K | Buy |
4,034
+545
| +16% | +$86.7K | 0.03% | 183 |
|
|
2020
Q3 | $581K | Buy |
3,489
+105
| +3% | +$17.5K | 0.03% | 189 |
|
|
2020
Q2 | $566K | Buy |
3,384
+1,158
| +52% | +$194K | 0.04% | 181 |
|
|
2020
Q1 | $321K | Buy |
+2,226
| New | +$321K | 0.03% | 221 |
|