Walled Lake Planning & Wealth Management’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$5.2M Sell
2022
Q1
$5.72M Buy
2021
Q4
$6.36M Sell
2021
Q3
$5.44M Sell
2021
Q2
$6.36M Buy
2021
Q1
$5.61M Buy
2020
Q4
$5.18M Sell
2020
Q3
$5.5M Sell
2020
Q2
$5.57M Sell
2020
Q1
$4.93M Sell
2019
Q4
$5.01M Buy