PWM
Prentice Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-35
| Closed | -$6K | – | 105 |
|
|
2022
Q2 | $6K | Buy |
+35
| New | +$6K | 0.01% | 116 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 133 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 292 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 294 |
|