IWM
Iams Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,032
| Closed | -$394K | – | 147 |
|
|
2024
Q2 | $394K | Buy |
+4,032
| New | +$394K | 0.22% | 108 |
|
|
2024
Q1 | – | Sell |
-8,635
| Closed | -$995K | – | 116 |
|
|
2023
Q4 | $995K | Sell |
8,635
-270
| -3% | -$31.1K | 0.64% | 55 |
|
|
2023
Q3 | $820K | Buy |
+8,905
| New | +$820K | 0.57% | 60 |
|
|
2023
Q2 | – | Sell |
-6,778
| Closed | -$898K | – | 16 |
|
|
2023
Q1 | $898K | Buy |
6,778
+2,596
| +62% | +$344K | 0.75% | 48 |
|
|
2022
Q4 | $567K | Buy |
+4,182
| New | +$567K | 0.58% | 57 |
|