GW
GW & Wade’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $215K | Sell |
1,870
-532
| -22% | -$61.2K | 0.01% | 383 |
|
|
2023
Q3 | $221K | Buy |
2,402
+158
| +7% | +$14.5K | 0.01% | 369 |
|
|
2023
Q2 | $256K | Sell |
2,244
-166
| -7% | -$18.9K | 0.01% | 342 |
|
|
2023
Q1 | $323K | Buy |
2,410
+4
| +0.2% | +$536 | 0.01% | 309 |
|
|
2022
Q4 | $326K | Buy |
+2,406
| New | +$326K | 0.01% | 298 |
|
|
2022
Q3 | – | Sell |
-1,290
| Closed | -$217K | – | 385 |
|
|
2022
Q2 | $217K | Buy |
1,290
+2
| +0.2% | +$336 | 0.01% | 357 |
|
|
2022
Q1 | $238K | Buy |
1,288
+167
| +15% | +$30.9K | 0.01% | 354 |
|
|
2021
Q4 | $234K | Buy |
+1,121
| New | +$234K | 0.01% | 360 |
|
|
2019
Q2 | – | Sell |
-69,942
| Closed | -$8.95M | – | 235 |
|
|
2019
Q1 | $8.95M | Buy |
69,942
+1,494
| +2% | +$191K | 0.85% | 41 |
|
|
2018
Q4 | $7.44M | Buy |
68,448
+1,961
| +3% | +$213K | 0.8% | 40 |
|
|
2018
Q3 | $7.4M | Buy |
66,487
+6,055
| +10% | +$674K | 0.79% | 41 |
|
|
2018
Q2 | $6.52M | Buy |
60,432
+2,630
| +5% | +$284K | 0.73% | 45 |
|
|
2018
Q1 | $6.34M | Buy |
57,802
+4,363
| +8% | +$478K | 0.73% | 43 |
|
|
2017
Q4 | $5.93M | Buy |
53,439
+48,856
| +1,066% | +$5.42M | 0.68% | 43 |
|
|
2017
Q3 | $458K | Hold |
4,583
| – | – | 0.06% | 145 |
|
|
2017
Q2 | $459K | Buy |
+4,583
| New | +$459K | 0.06% | 144 |
|