Fermata Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,134
| Closed | -$210K | – | 165 |
|
|
2022
Q1 | $210K | Sell |
1,134
-70
| -6% | -$13K | 0.08% | 173 |
|
|
2021
Q4 | $252K | Sell |
1,204
-25
| -2% | -$5.23K | 0.09% | 151 |
|
|
2021
Q3 | $213K | Sell |
1,229
-51
| -4% | -$8.84K | 0.09% | 167 |
|
|
2021
Q2 | $250K | Buy |
+1,280
| New | +$250K | 0.15% | 120 |
|