IWA
IBEX Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$2.95K | – | 101 |
|
|
2024
Q2 | $2.95K | Sell |
30
-26,757
| -100% | -$2.63M | ﹤0.01% | 266 |
|
|
2024
Q1 | $3.63M | Buy |
+26,787
| New | +$3.63M | 0.98% | 37 |
|
|
2023
Q4 | – | Sell |
-24,631
| Closed | -$2.27M | – | 112 |
|
|
2023
Q3 | $2.27M | Buy |
+24,631
| New | +$2.27M | 0.58% | 55 |
|
|
2023
Q1 | $3.78M | Buy |
28,237
+1,450
| +5% | +$194K | 0.98% | 41 |
|
|
2022
Q4 | $3.63M | Sell |
26,787
-975
| -4% | -$132K | 0.82% | 39 |
|
|
2022
Q3 | $4.01M | Sell |
27,762
-428
| -2% | -$61.9K | 1.04% | 33 |
|
|
2022
Q2 | $4.75M | Buy |
28,190
+204
| +0.7% | +$34.4K | 1.09% | 33 |
|
|
2022
Q1 | $5.17M | Buy |
27,986
+807
| +3% | +$149K | 0.99% | 37 |
|
|
2021
Q4 | $5.67M | Sell |
27,179
-158
| -0.6% | -$33K | 1% | 31 |
|
|
2021
Q3 | $4.74M | Buy |
27,337
+438
| +2% | +$75.9K | 0.91% | 36 |
|
|
2021
Q2 | $5.25M | Buy |
26,899
+526
| +2% | +$103K | 1.05% | 29 |
|
|
2021
Q1 | $4.54M | Buy |
26,373
+1,374
| +5% | +$237K | 1.12% | 34 |
|
|
2020
Q4 | $3.98M | Buy |
24,999
+662
| +3% | +$105K | 1.04% | 40 |
|
|
2020
Q3 | $4.05M | Sell |
24,337
-1,715
| -7% | -$286K | 1.18% | 34 |
|
|
2020
Q2 | $4.36M | Sell |
26,052
-229
| -0.9% | -$38.3K | 1.4% | 23 |
|
|
2020
Q1 | $3.8M | Buy |
26,281
+854
| +3% | +$123K | 1.48% | 25 |
|
|
2019
Q4 | $3.61M | Sell |
25,427
-904
| -3% | -$128K | 1.11% | 32 |
|
|
2019
Q3 | $3.66M | Buy |
26,331
+234
| +0.9% | +$32.5K | 1.21% | 27 |
|
|
2019
Q2 | $3.4M | Buy |
26,097
+746
| +3% | +$97.2K | 0.98% | 32 |
|
|
2019
Q1 | $3.25M | Buy |
25,351
+2,387
| +10% | +$306K | 1.14% | 29 |
|
|
2018
Q4 | $2.5M | Buy |
22,964
+845
| +4% | +$91.8K | 1.14% | 31 |
|
|
2018
Q3 | $2.44M | Buy |
22,119
+17
| +0.1% | +$1.88K | 0.87% | 52 |
|
|
2018
Q2 | $2.4M | Hold |
22,102
| – | – | 0.96% | 48 |
|
|
2018
Q1 | $2.4M | Buy |
22,102
+2,580
| +13% | +$281K | 0.98% | 47 |
|
|
2017
Q4 | $2.12M | Buy |
19,522
+1,461
| +8% | +$158K | 0.94% | 45 |
|
|
2017
Q3 | $1.84M | Buy |
+18,061
| New | +$1.84M | 0.68% | 61 |
|
|
2017
Q1 | – | Sell |
-106
| Closed | -$9K | – | 120 |
|
|
2016
Q4 | $9K | Buy |
+106
| New | +$9K | ﹤0.01% | 294 |
|