WIA
Westbourne Investment Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$212K | – | 90 |
|
|
2022
Q1 | $212K | Buy |
+1,150
| New | +$212K | 0.09% | 90 |
|
|
2016
Q2 | – | Sell |
-3,427
| Closed | -$296K | – | 131 |
|
|
2016
Q1 | $296K | Buy |
3,427
+345
| +11% | +$29.8K | 0.28% | 82 |
|
|
2015
Q4 | $266K | Buy |
+3,082
| New | +$266K | 0.26% | 84 |
|