LA
LVW Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,504
| Closed | -$335K | – | 203 |
|
|
2023
Q1 | $335K | Sell |
2,504
-1,325
| -35% | -$177K | 0.07% | 173 |
|
|
2022
Q4 | $519K | Sell |
3,829
-271
| -7% | -$36.8K | 0.11% | 141 |
|
|
2022
Q3 | $593K | Sell |
4,100
-279
| -6% | -$40.4K | 0.13% | 113 |
|
|
2022
Q2 | $737K | Sell |
4,379
-72
| -2% | -$12.1K | 0.15% | 98 |
|
|
2022
Q1 | $822K | Sell |
4,451
-143
| -3% | -$26.4K | 0.14% | 101 |
|
|
2021
Q4 | $959K | Buy |
4,594
+861
| +23% | +$180K | 0.16% | 96 |
|
|
2021
Q3 | $647K | Buy |
3,733
+70
| +2% | +$12.1K | 0.11% | 129 |
|
|
2021
Q2 | $715K | Buy |
3,663
+204
| +6% | +$39.8K | 0.13% | 116 |
|
|
2021
Q1 | $595K | Buy |
3,459
+1,274
| +58% | +$219K | 0.11% | 129 |
|
|
2020
Q4 | $348K | Buy |
2,185
+689
| +46% | +$110K | 0.07% | 154 |
|
|
2020
Q3 | $249K | Buy |
+1,496
| New | +$249K | 0.05% | 167 |
|
|
2019
Q2 | – | Sell |
-4,001
| Closed | -$512K | – | 165 |
|
|
2019
Q1 | $512K | Buy |
4,001
+1,294
| +48% | +$166K | 0.14% | 106 |
|
|
2018
Q4 | $294K | Sell |
2,707
-6,909
| -72% | -$750K | 0.1% | 124 |
|
|
2018
Q3 | $1.07M | Buy |
9,616
+50
| +0.5% | +$5.57K | 0.3% | 61 |
|
|
2018
Q2 | $1.03M | Sell |
9,566
-514
| -5% | -$55.4K | 0.33% | 59 |
|
|
2018
Q1 | $1.11M | Buy |
10,080
+103
| +1% | +$11.3K | 0.34% | 58 |
|
|
2017
Q4 | $1.11M | Buy |
9,977
+2,768
| +38% | +$307K | 0.32% | 56 |
|
|
2017
Q3 | $721K | Buy |
+7,209
| New | +$721K | 0.29% | 64 |
|