WLPWM
Walled Lake Planning & Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30,872
| Closed | -$5.2M | – | 78 |
|
|
2022
Q2 | $5.2M | Sell |
30,872
-94
| -0.3% | -$15.8K | 3.58% | 8 |
|
|
2022
Q1 | $5.72M | Buy |
30,966
+486
| +2% | +$89.7K | 3.4% | 9 |
|
|
2021
Q4 | $6.36M | Sell |
30,480
-931
| -3% | -$194K | 3.69% | 6 |
|
|
2021
Q3 | $5.44M | Sell |
31,411
-1,177
| -4% | -$204K | 3.36% | 7 |
|
|
2021
Q2 | $6.36M | Buy |
32,588
+9
| +0% | +$1.76K | 4.14% | 4 |
|
|
2021
Q1 | $5.61M | Buy |
32,579
+37
| +0.1% | +$6.37K | 3.89% | 6 |
|
|
2020
Q4 | $5.18M | Sell |
32,542
-486
| -1% | -$77.4K | 3.93% | 5 |
|
|
2020
Q3 | $5.5M | Sell |
33,028
-256
| -0.8% | -$42.6K | 4.46% | 3 |
|
|
2020
Q2 | $5.57M | Sell |
33,284
-852
| -2% | -$143K | 4.66% | 2 |
|
|
2020
Q1 | $4.93M | Sell |
34,136
-1,080
| -3% | -$156K | 4.51% | 2 |
|
|
2019
Q4 | $5.01M | Buy |
+35,216
| New | +$5.01M | 3.61% | 8 |
|