THWM
Taylor Hoffman Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-212
| Closed | -$35K | – | 155 |
|
|
2020
Q2 | $35K | Buy |
+212
| New | +$35K | 0.02% | 214 |
|
|
2020
Q1 | – | Sell |
-212
| Closed | -$30K | – | 154 |
|
|
2019
Q4 | $30K | Hold |
212
| – | – | 0.02% | 252 |
|
|
2019
Q3 | $29K | Hold |
212
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $28K | Hold |
212
| – | – | 0.02% | 232 |
|
|
2019
Q1 | $27K | Hold |
212
| – | – | 0.02% | 236 |
|
|
2018
Q4 | $23K | Buy |
212
+190
| +864% | +$20.6K | 0.02% | 232 |
|
|
2018
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 378 |
|
|
2018
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 395 |
|