TPWM
Twelve Points Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,265
| Closed | -$258K | – | 171 |
|
|
2023
Q2 | $258K | Sell |
2,265
-339
| -13% | -$38.6K | 0.14% | 145 |
|
|
2023
Q1 | $349K | Buy |
2,604
+108
| +4% | +$14.5K | 0.2% | 134 |
|
|
2022
Q4 | $339K | Hold |
2,496
| – | – | 0.23% | 125 |
|
|
2022
Q3 | $361K | Buy |
2,496
+39
| +2% | +$5.64K | 0.28% | 118 |
|
|
2022
Q2 | $414K | Sell |
2,457
-15
| -0.6% | -$2.53K | 0.32% | 111 |
|
|
2022
Q1 | $456K | Buy |
2,472
+92
| +4% | +$17K | 0.34% | 104 |
|
|
2021
Q4 | $497K | Buy |
+2,380
| New | +$497K | 0.4% | 85 |
|