SWS
SYSTM Wealth Solutions’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,649
| Closed | -$161K | – | 183 |
|
|
2024
Q2 | $161K | Sell |
1,649
-9,687
| -85% | -$947K | 0.04% | 205 |
|
|
2024
Q1 | $1.2M | Sell |
11,336
-1,582
| -12% | -$167K | 0.15% | 171 |
|
|
2023
Q4 | $1.49M | Buy |
12,918
+2,916
| +29% | +$336K | 0.21% | 143 |
|
|
2023
Q3 | $920K | Sell |
10,002
-2,645
| -21% | -$243K | 0.14% | 190 |
|
|
2023
Q2 | $1.44M | Buy |
12,647
+6,762
| +115% | +$770K | 0.2% | 145 |
|
|
2023
Q1 | $788K | Sell |
5,885
-11,728
| -67% | -$1.57M | 0.12% | 210 |
|
|
2022
Q4 | $2.39M | Buy |
+17,613
| New | +$2.39M | 0.3% | 93 |
|