MSWM
Mader & Shannon Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,992
| Closed | -$7.01M | – | 22 |
|
|
2022
Q1 | $7.01M | Buy |
37,992
+855
| +2% | +$158K | 3.81% | 9 |
|
|
2021
Q4 | $7.75M | Buy |
37,137
+493
| +1% | +$103K | 4.29% | 10 |
|
|
2021
Q3 | $6.35M | Sell |
36,644
-30
| -0.1% | -$5.2K | 4.06% | 12 |
|
|
2021
Q2 | $7.16M | Buy |
36,674
+449
| +1% | +$87.6K | 3.69% | 8 |
|
|
2021
Q1 | $6.24M | Buy |
+36,225
| New | +$6.24M | 3.65% | 9 |
|