LWS
Lucia Wealth Services’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.32M | Buy |
19,956
+4,594
| +30% | +$765K | 0.78% | 26 |
|
|
2020
Q2 | $2.57M | Buy |
15,362
+2,244
| +17% | +$376K | 0.68% | 31 |
|
|
2020
Q1 | $1.89M | Sell |
13,118
-1,826
| -12% | -$264K | 0.63% | 30 |
|
|
2019
Q4 | $2.12M | Sell |
14,944
-453
| -3% | -$64.4K | 0.65% | 29 |
|
|
2019
Q3 | $2.14M | Buy |
15,397
+1,058
| +7% | +$147K | 0.71% | 30 |
|
|
2019
Q2 | $1.87M | Buy |
+14,339
| New | +$1.87M | 0.64% | 33 |
|
|
2018
Q3 | – | Sell |
-389
| Closed | -$42K | – | 220 |
|
|
2018
Q2 | $42K | Buy |
389
+210
| +117% | +$22.7K | 0.02% | 171 |
|
|
2018
Q1 | $20K | Buy |
+179
| New | +$20K | 0.01% | 170 |
|