MWM
Minot Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $402K | Sell |
2,386
-359
| -13% | -$60.5K | 0.1% | 123 |
|
|
2022
Q1 | $507K | Sell |
2,745
-1,030
| -27% | -$190K | 0.11% | 127 |
|
|
2021
Q4 | $788K | Buy |
3,775
+83
| +2% | +$17.3K | 0.15% | 101 |
|
|
2021
Q3 | $640K | Buy |
3,692
+407
| +12% | +$70.6K | 0.14% | 108 |
|
|
2021
Q2 | $658K | Buy |
3,285
+58
| +2% | +$11.6K | 0.14% | 107 |
|
|
2021
Q1 | $555K | Sell |
3,227
-3,615
| -53% | -$622K | 0.14% | 111 |
|
|
2020
Q4 | $1.09M | Sell |
6,842
-3,594
| -34% | -$572K | 0.32% | 75 |
|
|
2020
Q3 | $1.74M | Buy |
10,436
+3,088
| +42% | +$514K | 0.65% | 55 |
|
|
2020
Q2 | $1.23M | Buy |
7,348
+4,958
| +207% | +$830K | 0.61% | 56 |
|
|
2020
Q1 | $345K | Sell |
2,390
-944
| -28% | -$136K | 0.25% | 85 |
|
|
2019
Q4 | $496K | Buy |
+3,334
| New | +$496K | 0.23% | 85 |
|