KWM
Kolinsky 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 |
-2,247
| Closed | -$267K | – | 177 |
|
|
2024
Q3 | $267K | Buy |
+2,247
| New | +$267K | 0.17% | 130 |
|
|
2023
Q2 | – | Sell |
-1,958
| Closed | -$262K | – | 140 |
|
|
2023
Q1 | $262K | Buy |
1,958
+44
| +2% | +$5.89K | 0.28% | 92 |
|
|
2022
Q4 | $260K | Sell |
1,914
-138
| -7% | -$18.7K | 0.3% | 92 |
|
|
2022
Q3 | $297K | Buy |
2,052
+6
| +0.3% | +$868 | 0.37% | 62 |
|
|
2022
Q2 | $345K | Buy |
+2,046
| New | +$345K | 0.41% | 53 |
|
|
2022
Q1 | – | Sell |
-1,812
| Closed | -$378K | – | 146 |
|
|
2021
Q4 | $378K | Buy |
+1,812
| New | +$378K | 0.35% | 64 |
|