RPWA
Regent Peak 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 |
-1,744
| Closed | -$233K | – | 158 |
|
|
2023
Q1 | $233K | Sell |
1,744
-63
| -3% | -$8.43K | 0.07% | 133 |
|
|
2022
Q4 | $245K | Sell |
1,807
-83
| -4% | -$11.3K | 0.08% | 132 |
|
|
2022
Q3 | $273K | Buy |
1,890
+93
| +5% | +$13.4K | 0.1% | 124 |
|
|
2022
Q2 | $302K | Buy |
1,797
+73
| +4% | +$12.3K | 0.1% | 117 |
|
|
2022
Q1 | $318K | Sell |
1,724
-20
| -1% | -$3.69K | 0.09% | 119 |
|
|
2021
Q4 | $364K | Sell |
1,744
-28
| -2% | -$5.84K | 0.1% | 114 |
|
|
2021
Q3 | $307K | Sell |
1,772
-8
| -0.4% | -$1.39K | 0.09% | 124 |
|
|
2021
Q2 | $344K | Sell |
1,780
-206
| -10% | -$39.8K | 0.1% | 115 |
|
|
2021
Q1 | $341K | Sell |
1,986
-10
| -0.5% | -$1.72K | 0.11% | 107 |
|
|
2020
Q4 | $318K | Buy |
1,996
+199
| +11% | +$31.7K | 0.11% | 106 |
|
|
2020
Q3 | $299K | Buy |
1,797
+74
| +4% | +$12.3K | 0.13% | 97 |
|
|
2020
Q2 | $288K | Sell |
1,723
-1
| -0.1% | -$167 | 0.13% | 95 |
|
|
2020
Q1 | $248K | Buy |
1,724
+60
| +4% | +$8.63K | 0.14% | 93 |
|
|
2019
Q4 | $236K | Buy |
+1,664
| New | +$236K | 0.11% | 117 |
|