WKSWA
White Knight Strategic Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,169
| Closed | -$539K | – | 82 |
|
|
2025
Q1 | $539K | Sell |
5,169
-6,149
| -54% | -$641K | 0.5% | 42 |
|
|
2024
Q4 | $1.03M | Buy |
11,318
+5,784
| +105% | +$525K | 0.43% | 46 |
|
|
2024
Q3 | $656K | Buy |
5,534
+146
| +3% | +$17.3K | 0.6% | 39 |
|
|
2024
Q2 | $526K | Buy |
5,388
+2,547
| +90% | +$249K | 0.53% | 41 |
|
|
2024
Q1 | $301K | Buy |
2,841
+5
| +0.2% | +$529 | 0.31% | 57 |
|
|
2023
Q4 | $327K | Sell |
2,836
-180
| -6% | -$20.7K | 0.38% | 52 |
|
|
2023
Q3 | $278K | Buy |
+3,016
| New | +$278K | 0.37% | 47 |
|