TWA
TCI Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-85
| Closed | -$11.4K | – | 539 |
|
|
2023
Q1 | $11.4K | Hold |
85
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q4 | $11.5K | Sell |
85
-152
| -64% | -$20.6K | ﹤0.01% | 972 |
|
|
2022
Q3 | $34K | Buy |
237
+55
| +30% | +$7.89K | 0.01% | 475 |
|
|
2022
Q2 | $31K | Sell |
182
-68
| -27% | -$11.6K | ﹤0.01% | 495 |
|
|
2022
Q1 | $46K | Buy |
250
+66
| +36% | +$12.1K | 0.01% | 428 |
|
|
2021
Q4 | $38K | Sell |
184
-96
| -34% | -$19.8K | 0.01% | 473 |
|
|
2021
Q3 | $49K | Buy |
280
+82
| +41% | +$14.4K | 0.01% | 411 |
|
|
2021
Q2 | $39K | Buy |
198
+15
| +8% | +$2.96K | 0.01% | 435 |
|
|
2021
Q1 | $31K | Buy |
183
+65
| +55% | +$11K | 0.01% | 449 |
|
|
2020
Q4 | $19K | Sell |
118
-1
| -0.8% | -$161 | 0.01% | 480 |
|
|
2020
Q3 | $20K | Sell |
119
-3
| -2% | -$504 | 0.01% | 432 |
|
|
2020
Q2 | $20K | Sell |
122
-128
| -51% | -$21K | 0.01% | 433 |
|
|
2020
Q1 | $36K | Buy |
250
+149
| +148% | +$21.5K | 0.02% | 344 |
|
|
2019
Q4 | $14K | Buy |
101
+15
| +17% | +$2.08K | 0.01% | 623 |
|
|
2019
Q3 | $12K | Buy |
86
+23
| +37% | +$3.21K | 0.01% | 588 |
|
|
2019
Q2 | $8K | Buy |
63
+3
| +5% | +$381 | ﹤0.01% | 659 |
|
|
2019
Q1 | $8K | Sell |
60
-11
| -15% | -$1.47K | ﹤0.01% | 660 |
|
|
2018
Q4 | $8K | Sell |
71
-41
| -37% | -$4.62K | ﹤0.01% | 658 |
|
|
2018
Q3 | $12K | Sell |
112
-62
| -36% | -$6.64K | 0.01% | 582 |
|
|
2018
Q2 | $19K | Buy |
174
+69
| +66% | +$7.53K | 0.01% | 495 |
|
|
2018
Q1 | $12K | Buy |
105
+6
| +6% | +$686 | 0.01% | 581 |
|
|
2017
Q4 | $11K | Hold |
99
| – | – | ﹤0.01% | 599 |
|
|
2017
Q3 | $10K | Hold |
99
| – | – | ﹤0.01% | 590 |
|
|
2017
Q2 | $10K | Sell |
99
-122
| -55% | -$12.3K | 0.01% | 588 |
|
|
2017
Q1 | $21K | Buy |
221
+183
| +482% | +$17.4K | 0.01% | 438 |
|
|
2016
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 895 |
|
|
2016
Q3 | $4K | Sell |
38
-56
| -60% | -$5.9K | ﹤0.01% | 766 |
|
|
2016
Q2 | $10K | Buy |
+94
| New | +$10K | 0.01% | 563 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$13K | – | 1330 |
|
|
2015
Q4 | $13K | Buy |
150
+9
| +6% | +$780 | 0.01% | 510 |
|
|
2015
Q3 | $11K | Buy |
141
+23
| +19% | +$1.79K | 0.01% | 489 |
|
|
2015
Q2 | $9K | Sell |
118
-47
| -28% | -$3.59K | 0.01% | 535 |
|
|
2015
Q1 | $14K | Sell |
165
-18
| -10% | -$1.53K | 0.01% | 399 |
|
|
2014
Q4 | $14K | Sell |
183
-18
| -9% | -$1.38K | 0.01% | 395 |
|
|
2014
Q3 | $16K | Buy |
201
+20
| +11% | +$1.59K | 0.01% | 361 |
|
|
2014
Q2 | $13K | Hold |
181
| – | – | 0.01% | 417 |
|
|
2014
Q1 | $13K | Buy |
+181
| New | +$13K | 0.01% | 380 |
|