Epstein & White Financial’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,379
| Closed | -$410K | – | 73 |
|
|
2019
Q2 | $410K | Sell |
3,379
-1,241
| -27% | -$151K | 0.22% | 49 |
|
|
2019
Q1 | $589K | Buy |
4,620
+1,822
| +65% | +$232K | 0.34% | 34 |
|
|
2018
Q4 | $304K | Buy |
2,798
+109
| +4% | +$11.8K | 0.19% | 50 |
|
|
2018
Q3 | $299K | Sell |
2,689
-1,747
| -39% | -$194K | 0.2% | 55 |
|
|
2018
Q2 | $480K | Sell |
4,436
-387
| -8% | -$41.9K | 0.36% | 46 |
|
|
2018
Q1 | $533K | Sell |
4,823
-162
| -3% | -$17.9K | 0.34% | 48 |
|
|
2017
Q4 | $528K | Buy |
+4,985
| New | +$528K | 0.31% | 53 |
|