KWM
Kingsview Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,833
| Closed | -$217K | – | 1116 |
|
|
2024
Q3 | $217K | Buy |
+1,833
| New | +$217K | ﹤0.01% | 1010 |
|
|
2024
Q2 | – | Sell |
-2,131
| Closed | -$226K | – | 1042 |
|
|
2024
Q1 | $226K | Sell |
2,131
-319
| -13% | -$33.8K | 0.01% | 924 |
|
|
2023
Q4 | $282K | Sell |
2,450
-490
| -17% | -$56.4K | 0.01% | 788 |
|
|
2023
Q3 | $271K | Sell |
2,940
-27,452
| -90% | -$2.53M | 0.01% | 787 |
|
|
2023
Q2 | $3.46M | Sell |
30,392
-2,677
| -8% | -$305K | 0.14% | 161 |
|
|
2023
Q1 | $4.43M | Buy |
33,069
+302
| +0.9% | +$40.4K | 0.19% | 119 |
|
|
2022
Q4 | $4.44M | Sell |
32,767
-741
| -2% | -$101K | 0.19% | 131 |
|
|
2022
Q3 | $4.84M | Buy |
33,508
+1
| +0% | +$145 | 0.23% | 102 |
|
|
2022
Q2 | $5.64M | Buy |
33,507
+3,379
| +11% | +$569K | 0.27% | 93 |
|
|
2022
Q1 | $5.56M | Sell |
30,128
-116
| -0.4% | -$21.4K | 0.24% | 97 |
|
|
2021
Q4 | $6.31M | Buy |
30,244
+71
| +0.2% | +$14.8K | 0.26% | 87 |
|
|
2021
Q3 | $5.23M | Sell |
30,173
-37
| -0.1% | -$6.41K | 0.25% | 89 |
|
|
2021
Q2 | $5.88M | Buy |
30,210
+195
| +0.6% | +$38K | 0.29% | 73 |
|
|
2021
Q1 | $5.24M | Buy |
30,015
+945
| +3% | +$165K | 0.3% | 74 |
|
|
2020
Q4 | $4.63M | Sell |
29,070
-879
| -3% | -$140K | 0.34% | 69 |
|
|
2020
Q3 | $4.99M | Sell |
29,949
-150
| -0.5% | -$25K | 0.45% | 55 |
|
|
2020
Q2 | $5.04M | Sell |
30,099
-620
| -2% | -$104K | 0.5% | 42 |
|
|
2020
Q1 | $4.44M | Buy |
30,719
+2,177
| +8% | +$314K | 0.6% | 38 |
|
|
2019
Q4 | $4.06M | Buy |
28,542
+650
| +2% | +$92.4K | 0.51% | 56 |
|
|
2019
Q3 | $3.88M | Buy |
27,892
+1,014
| +4% | +$141K | 0.61% | 43 |
|
|
2019
Q2 | $3.5M | Buy |
26,878
+142
| +0.5% | +$18.5K | 0.59% | 47 |
|
|
2019
Q1 | $3.42M | Buy |
26,736
+91
| +0.3% | +$11.6K | 0.52% | 49 |
|
|
2018
Q4 | $2.89M | Buy |
26,645
+2
| +0% | +$217 | 0.63% | 43 |
|
|
2018
Q3 | $2.97M | Buy |
26,643
+3,955
| +17% | +$440K | 0.6% | 46 |
|
|
2018
Q2 | $2.45M | Hold |
22,688
| – | – | 0.58% | 50 |
|
|
2018
Q1 | $2.49M | Buy |
+22,688
| New | +$2.49M | 0.62% | 46 |
|