TW
Transform Wealth’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,944
| Closed | -$327K | – | 187 |
|
|
2022
Q2 | $327K | Sell |
1,944
-144
| -7% | -$24.2K | 0.05% | 157 |
|
|
2022
Q1 | $385K | Sell |
2,088
-129
| -6% | -$23.8K | 0.04% | 177 |
|
|
2021
Q4 | $463K | Sell |
2,217
-275
| -11% | -$57.4K | 0.05% | 162 |
|
|
2021
Q3 | $432K | Sell |
2,492
-215
| -8% | -$37.3K | 0.05% | 172 |
|
|
2021
Q2 | $528K | Buy |
2,707
+65
| +2% | +$12.7K | 0.06% | 164 |
|
|
2021
Q1 | $455K | Buy |
2,642
+136
| +5% | +$23.4K | 0.09% | 166 |
|
|
2020
Q4 | $399K | Sell |
2,506
-273
| -10% | -$43.5K | 0.08% | 164 |
|
|
2020
Q3 | $463K | Sell |
2,779
-743
| -21% | -$124K | 0.07% | 151 |
|
|
2020
Q2 | $589K | Sell |
3,522
-199
| -5% | -$33.3K | 0.1% | 139 |
|
|
2020
Q1 | $537K | Buy |
3,721
+463
| +14% | +$66.8K | 0.11% | 138 |
|
|
2019
Q4 | $463K | Buy |
3,258
+907
| +39% | +$129K | 0.07% | 166 |
|
|
2019
Q3 | $327K | Buy |
2,351
+57
| +2% | +$7.93K | 0.06% | 174 |
|
|
2019
Q2 | $299K | Buy |
+2,294
| New | +$299K | 0.04% | 210 |
|