MWM
MinichMacGregor Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-573
| Closed | -$77.7K | – | 178 |
|
|
2022
Q4 | $77.7K | Buy |
+573
| New | +$77.7K | 0.03% | 139 |
|
|
2018
Q4 | – | Sell |
-229
| Closed | -$25K | – | 163 |
|
|
2018
Q3 | $25K | Hold |
229
| – | – | 0.02% | 190 |
|
|
2018
Q2 | $24K | Sell |
229
-804
| -78% | -$84.3K | 0.02% | 186 |
|
|
2018
Q1 | $113K | Buy |
1,033
+38
| +4% | +$4.16K | 0.09% | 65 |
|
|
2017
Q4 | $110K | Buy |
995
+229
| +30% | +$25.3K | 0.09% | 66 |
|
|
2017
Q3 | $76K | Sell |
766
-53
| -6% | -$5.26K | 0.06% | 75 |
|
|
2017
Q2 | $82K | Buy |
819
+755
| +1,180% | +$75.6K | 0.07% | 70 |
|
|
2017
Q1 | $6K | Hold |
64
| – | – | 0.01% | 328 |
|
|
2016
Q4 | $5K | Sell |
64
-5
| -7% | -$391 | ﹤0.01% | 333 |
|
|
2016
Q3 | $6K | Hold |
69
| – | – | 0.01% | 321 |
|
|
2016
Q2 | $6K | Buy |
+69
| New | +$6K | 0.01% | 310 |
|