GWM
Guardian Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-77
| Closed | -$8.11K | – | 89 |
|
|
2025
Q1 | $8.11K | Sell |
77
-40
| -34% | -$4.21K | 0.01% | 171 |
|
|
2024
Q4 | $10.7K | Hold |
117
| – | – | 0.01% | 165 |
|
|
2024
Q3 | $13.9K | Buy |
117
+1
| +0.9% | +$119 | 0.01% | 152 |
|
|
2024
Q2 | $11.4K | Hold |
116
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $12.2K | Buy |
116
+1
| +0.9% | +$106 | 0.01% | 155 |
|
|
2023
Q4 | $13.2K | Sell |
115
-115
| -50% | -$13.2K | 0.01% | 150 |
|
|
2023
Q3 | $21.2K | Sell |
230
-31
| -12% | -$2.86K | 0.02% | 134 |
|
|
2023
Q2 | $29.7K | Buy |
261
+2
| +0.8% | +$228 | 0.03% | 124 |
|
|
2023
Q1 | $34.7K | Sell |
259
-48
| -16% | -$6.43K | 0.03% | 121 |
|
|
2022
Q4 | $41.7K | Buy |
307
+3
| +1% | +$407 | 0.04% | 122 |
|
|
2022
Q3 | $44K | Hold |
304
| – | – | 0.05% | 114 |
|
|
2022
Q2 | $51K | Hold |
304
| – | – | 0.05% | 109 |
|
|
2022
Q1 | $56K | Buy |
304
+2
| +0.7% | +$368 | 0.06% | 114 |
|
|
2021
Q4 | $63K | Buy |
+302
| New | +$63K | 0.06% | 111 |
|