SWA
Sutton Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $28.3K | Sell |
308
-87
| -22% | -$8.01K | 0.01% | 303 |
|
|
2023
Q2 | $45K | Buy |
395
+306
| +344% | +$34.9K | 0.02% | 238 |
|
|
2023
Q1 | $11.9K | Sell |
89
-2,400
| -96% | -$321K | 0.01% | 391 |
|
|
2022
Q4 | $338K | Buy |
2,489
+17
| +0.7% | +$2.31K | 0.13% | 124 |
|
|
2022
Q3 | $357K | Sell |
2,472
-5
| -0.2% | -$723 | 0.15% | 104 |
|
|
2022
Q2 | $417K | Buy |
2,477
+16
| +0.7% | +$2.69K | 0.17% | 91 |
|
|
2022
Q1 | $454K | Buy |
2,461
+5
| +0.2% | +$923 | 0.16% | 93 |
|
|
2021
Q4 | $513K | Hold |
2,456
| – | – | 0.17% | 89 |
|
|
2021
Q3 | $426K | Sell |
2,456
-3
| -0.1% | -$520 | 0.16% | 98 |
|
|
2021
Q2 | $480K | Hold |
2,459
| – | – | 0.18% | 94 |
|
|
2021
Q1 | $423K | Buy |
2,459
+5
| +0.2% | +$861 | 0.17% | 94 |
|
|
2020
Q4 | $391K | Buy |
2,454
+10
| +0.4% | +$1.59K | 0.17% | 100 |
|
|
2020
Q3 | $407K | Sell |
2,444
-3
| -0.1% | -$500 | 0.2% | 88 |
|
|
2020
Q2 | $410K | Buy |
2,447
+6
| +0.2% | +$1K | 0.21% | 77 |
|
|
2020
Q1 | $352K | Buy |
2,441
+15
| +0.6% | +$2.17K | 0.22% | 75 |
|
|
2019
Q4 | $345K | Hold |
2,426
| – | – | 0.18% | 98 |
|
|
2019
Q3 | $337K | Hold |
2,426
| – | – | 0.19% | 91 |
|
|
2019
Q2 | $316K | Buy |
2,426
+7
| +0.3% | +$912 | 0.18% | 98 |
|
|
2019
Q1 | $310K | Buy |
2,419
+11
| +0.5% | +$1.41K | 0.18% | 101 |
|
|
2018
Q4 | $262K | Buy |
2,408
+5
| +0.2% | +$543 | 0.17% | 101 |
|
|
2018
Q3 | $268K | Hold |
2,403
| – | – | 0.18% | 99 |
|
|
2018
Q2 | $259K | Hold |
2,403
| – | – | 0.18% | 94 |
|
|
2018
Q1 | $263K | Hold |
2,403
| – | – | 0.19% | 91 |
|
|
2017
Q4 | $267K | Hold |
2,403
| – | – | 0.2% | 91 |
|
|
2017
Q3 | $240K | Hold |
2,403
| – | – | 0.18% | 96 |
|
|
2017
Q2 | $241K | Hold |
2,403
| – | – | 0.19% | 89 |
|
|
2017
Q1 | $227K | Sell |
2,403
-4
| -0.2% | -$378 | 0.19% | 89 |
|
|
2016
Q4 | $209K | Hold |
2,407
| – | – | 0.19% | 92 |
|
|
2016
Q3 | $227K | Hold |
2,407
| – | – | 0.21% | 79 |
|
|
2016
Q2 | $244K | Hold |
2,407
| – | – | 0.23% | 76 |
|
|
2016
Q1 | $208K | Buy |
+2,407
| New | +$208K | 0.2% | 86 |
|