IWA
IVC Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
8,988
+298
| +3% | +$30.6K | 0.45% | 45 |
|
|
2025
Q1 | $906K | Buy |
8,690
+488
| +6% | +$50.9K | 0.49% | 47 |
|
|
2024
Q4 | $744K | Buy |
8,202
+1,315
| +19% | +$119K | 0.42% | 52 |
|
|
2024
Q3 | $817K | Buy |
6,887
+290
| +4% | +$34.4K | 0.45% | 50 |
|
|
2024
Q2 | $645K | Buy |
6,597
+2,516
| +62% | +$246K | 0.36% | 63 |
|
|
2024
Q1 | $432K | Buy |
+4,081
| New | +$432K | 0.25% | 93 |
|