OWA
Outlook Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,151
| Closed | -$240K | – | 199 |
|
|
2021
Q4 | $240K | Buy |
+1,151
| New | +$240K | 0.07% | 186 |
|
|
2021
Q3 | – | Sell |
-1,076
| Closed | -$210K | – | 214 |
|
|
2021
Q2 | $210K | Buy |
+1,076
| New | +$210K | 0.07% | 201 |
|
|
2021
Q1 | – | Sell |
-4,500
| Closed | -$716K | – | 191 |
|
|
2020
Q4 | $716K | Buy |
4,500
+837
| +23% | +$133K | 0.26% | 91 |
|
|
2020
Q3 | $610K | Buy |
+3,663
| New | +$610K | 0.24% | 92 |
|
|
2019
Q4 | – | Sell |
-1,768
| Closed | -$246K | – | 146 |
|
|
2019
Q3 | $246K | Sell |
1,768
-3,466
| -66% | -$482K | 0.15% | 147 |
|
|
2019
Q2 | $682K | Sell |
5,234
-2,386
| -31% | -$311K | 0.45% | 56 |
|
|
2019
Q1 | $976K | Buy |
7,620
+6,226
| +447% | +$797K | 0.8% | 30 |
|
|
2018
Q4 | $1.51M | Buy |
+1,394
| New | +$1.51M | 0.69% | 32 |
|