JWM
Janiczek Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $46.7K | Sell |
478
-81
| -14% | -$7.91K | 0.01% | 410 |
|
|
2024
Q1 | $59.2K | Sell |
559
-290
| -34% | -$30.7K | 0.01% | 380 |
|
|
2023
Q4 | $97.8K | Buy |
849
+554
| +188% | +$63.8K | 0.02% | 268 |
|
|
2023
Q3 | $27.1K | Buy |
295
+29
| +11% | +$2.67K | 0.01% | 475 |
|
|
2023
Q2 | $30.3K | Hold |
266
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $34.4K | Sell |
266
-31
| -10% | -$4.01K | 0.01% | 360 |
|
|
2022
Q4 | $44.9K | Hold |
297
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $39K | Buy |
297
+31
| +12% | +$4.07K | 0.01% | 340 |
|
|
2022
Q2 | $48K | Buy |
266
+264
| +13,200% | +$47.6K | 0.01% | 312 |
|
|
2022
Q1 | $0 | Sell |
2
-30
| -94% | – | ﹤0.01% | 955 |
|
|
2021
Q4 | $7K | Buy |
32
+30
| +1,500% | +$6.56K | ﹤0.01% | 634 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 966 |
|
|
2020
Q3 | – | Sell |
-23
| Closed | -$4K | – | 652 |
|
|
2020
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 193 |
|