Phillips Wealth Planners’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,127	Closed	-$269K	–	160
2023 Q3	$269K	Sell	3,127 -3,453	-52%	-$297K	0.36%	108
2023 Q2	$750K	Sell	6,580 -1,275	-16%	-$145K	0.98%	27
2023 Q1	$959K	Buy	7,855 +568	+8%	+$69.3K	1.27%	19
2022 Q4	$1.03M	Buy	+7,287	New	+$1.03M	1.8%	12