VWA
Valued Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$727 | – | 656 |
|
|
2024
Q4 | $727 | Hold |
8
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $950 | Sell |
8
-4
| -33% | -$475 | ﹤0.01% | 460 |
|
|
2024
Q2 | $1.2K | Sell |
12
-5
| -29% | -$500 | ﹤0.01% | 422 |
|
|
2024
Q1 | $1.83K | Hold |
17
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $1.54K | Buy |
+17
| New | +$1.54K | ﹤0.01% | 333 |
|