XWM
Xcel Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,400
| Closed | -$276K | – | 128 |
|
|
2023
Q4 | $276K | Buy |
2,400
+50
| +2% | +$5.76K | 0.1% | 98 |
|
|
2023
Q3 | $216K | Buy |
2,350
+350
| +18% | +$32.2K | 0.09% | 101 |
|
|
2023
Q2 | $228K | Buy |
+2,000
| New | +$228K | 0.07% | 120 |
|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$244K | – | 123 |
|
|
2022
Q2 | $244K | Sell |
1,450
-10,858
| -88% | -$1.83M | 0.09% | 111 |
|
|
2022
Q1 | $2.27M | Buy |
12,308
+2,596
| +27% | +$479K | 0.62% | 50 |
|
|
2021
Q4 | $2.03M | Sell |
9,712
-21
| -0.2% | -$4.38K | 0.52% | 54 |
|
|
2021
Q3 | $1.69M | Hold |
9,733
| – | – | 0.49% | 55 |
|
|
2021
Q2 | $1.9M | Hold |
9,733
| – | – | 0.57% | 49 |
|
|
2021
Q1 | $1.68M | Buy |
9,733
+5,358
| +122% | +$922K | 0.6% | 44 |
|
|
2020
Q4 | $696K | Buy |
+4,375
| New | +$696K | 0.3% | 66 |
|