SVWAG
Sound View Wealth Advisors Group’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
2,688
-158
| -6% | -$16.2K | 0.02% | 359 |
|
|
2025
Q1 | $297K | Sell |
2,846
-6,887
| -71% | -$718K | 0.02% | 333 |
|
|
2024
Q4 | $883K | Sell |
9,733
-3,374
| -26% | -$306K | 0.07% | 197 |
|
|
2024
Q3 | $1.55M | Buy |
13,107
+981
| +8% | +$116K | 0.13% | 140 |
|
|
2024
Q2 | $1.18M | Buy |
12,126
+1,629
| +16% | +$159K | 0.12% | 150 |
|
|
2024
Q1 | $1.11M | Buy |
10,497
+2,000
| +24% | +$212K | 0.12% | 153 |
|
|
2023
Q4 | $979K | Sell |
8,497
-1,126
| -12% | -$130K | 0.11% | 160 |
|
|
2023
Q3 | $886K | Buy |
9,623
+1,268
| +15% | +$117K | 0.11% | 157 |
|
|
2023
Q2 | $952K | Buy |
8,355
+2,232
| +36% | +$254K | 0.12% | 153 |
|
|
2023
Q1 | $819K | Sell |
6,123
-2,374
| -28% | -$318K | 0.11% | 167 |
|
|
2022
Q4 | $979K | Buy |
8,497
+4,040
| +91% | +$465K | 0.11% | 160 |
|
|
2022
Q3 | $644K | Sell |
4,457
-284
| -6% | -$41K | 0.14% | 136 |
|
|
2022
Q2 | $798K | Sell |
4,741
-161
| -3% | -$27.1K | 0.17% | 122 |
|
|
2022
Q1 | $905K | Buy |
4,902
+3,341
| +214% | +$617K | 0.17% | 119 |
|
|
2021
Q4 | $326K | Sell |
1,561
-1
| -0.1% | -$209 | 0.06% | 226 |
|
|
2021
Q3 | $271K | Hold |
1,562
| – | – | 0.06% | 245 |
|
|
2021
Q2 | $305K | Buy |
1,562
+1
| +0.1% | +$195 | 0.06% | 232 |
|
|
2021
Q1 | $269K | Sell |
1,561
-34
| -2% | -$5.86K | 0.06% | 232 |
|
|
2020
Q4 | $254K | Sell |
1,595
-4
| -0.3% | -$637 | 0.06% | 222 |
|
|
2020
Q3 | $266K | Sell |
1,599
-301
| -16% | -$50.1K | 0.07% | 205 |
|
|
2020
Q2 | $318K | Sell |
1,900
-89
| -4% | -$14.9K | 0.09% | 177 |
|
|
2020
Q1 | $287K | Sell |
1,989
-310
| -13% | -$44.7K | 0.1% | 166 |
|
|
2019
Q4 | $327K | Sell |
2,299
-779
| -25% | -$111K | 0.09% | 177 |
|
|
2019
Q3 | $428K | Sell |
3,078
-158
| -5% | -$22K | 0.13% | 154 |
|
|
2019
Q2 | $422K | Buy |
+3,236
| New | +$422K | 0.12% | 158 |
|