PRWA
Platte River Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,785
| Closed | -$239K | – | 96 |
|
|
2023
Q1 | $239K | Sell |
1,785
-135
| -7% | -$18.1K | 0.09% | 83 |
|
|
2022
Q4 | $260K | Sell |
1,920
-200
| -9% | -$27.1K | 0.11% | 79 |
|
|
2022
Q3 | $306K | Hold |
2,120
| – | – | 0.14% | 72 |
|
|
2022
Q2 | $357K | Hold |
2,120
| – | – | 0.15% | 66 |
|
|
2022
Q1 | $391K | Hold |
2,120
| – | – | 0.14% | 69 |
|
|
2021
Q4 | $398K | Buy |
2,120
+60
| +3% | +$11.3K | 0.14% | 70 |
|
|
2021
Q3 | $357K | Buy |
2,060
+200
| +11% | +$34.7K | 0.13% | 74 |
|
|
2021
Q2 | $363K | Hold |
1,860
| – | – | 0.14% | 73 |
|
|
2021
Q1 | $327K | Buy |
1,860
+55
| +3% | +$9.67K | 0.13% | 73 |
|
|
2020
Q4 | $288K | Buy |
1,805
+135
| +8% | +$21.5K | 0.12% | 78 |
|
|
2020
Q3 | $278K | Hold |
1,670
| – | – | 0.14% | 76 |
|
|
2020
Q2 | $291K | Buy |
+1,670
| New | +$291K | 0.16% | 77 |
|
|
2019
Q4 | $250K | Buy |
+1,670
| New | +$250K | 0.13% | 115 |
|