SWA
SOA Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$625 | – | 889 |
|
|
2025
Q1 | $625 | Hold |
6
| – | – | ﹤0.01% | 776 |
|
|
2024
Q4 | $545 | Hold |
6
| – | – | ﹤0.01% | 772 |
|
|
2024
Q3 | $712 | Sell |
6
-125
| -95% | -$14.8K | ﹤0.01% | 729 |
|
|
2024
Q2 | $12.8K | Sell |
131
-3
| -2% | -$293 | ﹤0.01% | 503 |
|
|
2024
Q1 | $14.2K | Hold |
134
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $15.4K | Hold |
134
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $12.3K | Hold |
134
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $15.3K | Hold |
134
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $17.9K | Hold |
134
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $18.2K | Hold |
134
| – | – | ﹤0.01% | 420 |
|
|
2022
Q3 | $19K | Buy |
134
+125
| +1,389% | +$17.7K | 0.01% | 394 |
|
|
2022
Q2 | $1K | Sell |
9
-172
| -95% | -$19.1K | ﹤0.01% | 740 |
|
|
2022
Q1 | $33K | Hold |
181
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $37K | Hold |
181
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $31K | Hold |
181
| – | – | 0.01% | 377 |
|
|
2021
Q2 | $35K | Buy |
181
+5
| +3% | +$967 | 0.01% | 357 |
|
|
2021
Q1 | $30K | Buy |
176
+24
| +16% | +$4.09K | 0.01% | 328 |
|
|
2020
Q4 | $24K | Buy |
+152
| New | +$24K | 0.01% | 368 |
|