VWA
V Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,873
| Closed | -$560K | – | 366 |
|
|
2022
Q3 | $560K | Buy |
3,873
+530
| +16% | +$76.6K | 0.11% | 176 |
|
|
2022
Q2 | $563K | Buy |
+3,343
| New | +$563K | 0.11% | 201 |
|
|
2021
Q3 | – | Sell |
-1,104
| Closed | -$215K | – | 474 |
|
|
2021
Q2 | $215K | Buy |
+1,104
| New | +$215K | 0.03% | 439 |
|