SWM
Seed Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,060
| Closed | -$244K | – | 152 |
|
|
2024
Q3 | $244K | Buy |
+2,060
| New | +$244K | 0.2% | 134 |
|
|
2024
Q2 | – | Sell |
-2,365
| Closed | -$247K | – | 152 |
|
|
2024
Q1 | $247K | Sell |
2,365
-75
| -3% | -$7.82K | 0.24% | 114 |
|
|
2023
Q4 | $285K | Buy |
+2,440
| New | +$285K | 0.29% | 90 |
|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$205K | – | 138 |
|
|
2023
Q2 | $205K | Buy |
+1,800
| New | +$205K | 0.22% | 133 |
|