IWA
Intercontinental Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,504
| Closed | -$201K | – | 305 |
|
|
2023
Q1 | $201K | Buy |
+1,504
| New | +$201K | 0.05% | 300 |
|
|
2022
Q3 | – | Sell |
-1,437
| Closed | -$242K | – | 268 |
|
|
2022
Q2 | $242K | Buy |
+1,437
| New | +$242K | 0.07% | 254 |
|
|
2022
Q1 | – | Sell |
-1,075
| Closed | -$224K | – | 283 |
|
|
2021
Q4 | $224K | Buy |
+1,075
| New | +$224K | 0.05% | 275 |
|
|
2021
Q3 | – | Sell |
-1,075
| Closed | -$210K | – | 286 |
|
|
2021
Q2 | $210K | Buy |
+1,075
| New | +$210K | 0.04% | 273 |
|