FFT Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,176
| Closed | -$230K | – | 157 |
|
2024
Q1 | $230K | Buy |
2,176
+254
| +13% | +$26.9K | 0.02% | 142 |
|
2023
Q4 | $221K | Buy |
+1,922
| New | +$221K | 0.02% | 126 |
|
2023
Q3 | – | Sell |
-1,835
| Closed | -$209K | – | 115 |
|
2023
Q2 | $209K | Sell |
1,835
-25
| -1% | -$2.85K | 0.03% | 117 |
|
2023
Q1 | $249K | Buy |
1,860
+28
| +2% | +$3.75K | 0.03% | 85 |
|
2022
Q4 | $248K | Hold |
1,832
| – | – | 0.03% | 82 |
|
2022
Q3 | $265K | Buy |
+1,832
| New | +$265K | 0.04% | 65 |
|
2021
Q3 | – | Sell |
-949
| Closed | -$185K | – | 121 |
|
2021
Q2 | $185K | Buy |
+949
| New | +$185K | 0.04% | 70 |
|