GWANC
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Guardian Wealth Advisors (North Carolina)’s Crown Castle CCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,456
Closed -$210K 384
2022
Q3
$210K Sell
1,456
-163
-10% -$23.5K 0.04% 177
2022
Q2
$273K Buy
1,619
+121
+8% +$20.4K 0.05% 155
2022
Q1
$276K Buy
+1,498
New +$276K 0.12% 128