PWA
Phoenix Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,288
| Closed | -$385K | – | 112 |
|
|
2022
Q2 | $385K | Sell |
2,288
-5,788
| -72% | -$974K | 0.38% | 57 |
|
|
2022
Q1 | $1.6M | Sell |
8,076
-194
| -2% | -$38.3K | 1.65% | 21 |
|
|
2021
Q4 | $1.73M | Sell |
8,270
-213
| -3% | -$44.5K | 1.3% | 26 |
|
|
2021
Q3 | $1.47M | Sell |
8,483
-5,473
| -39% | -$948K | 1.1% | 26 |
|
|
2021
Q2 | $2.79M | Sell |
13,956
-132
| -0.9% | -$26.4K | 2.01% | 15 |
|
|
2021
Q1 | $2.46M | Buy |
14,088
+195
| +1% | +$34K | 1.91% | 15 |
|
|
2020
Q4 | $2.21M | Buy |
+13,893
| New | +$2.21M | 1.68% | 20 |
|