First Foundation Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-530
| Closed | -$51.8K | – | 367 |
|
|
2024
Q2 | $51.8K | Buy |
530
+19
| +4% | +$1.86K | ﹤0.01% | 401 |
|
|
2024
Q1 | $54.1K | Sell |
511
-212
| -29% | -$22.4K | ﹤0.01% | 404 |
|
|
2023
Q4 | $83.3K | Buy |
+723
| New | +$83.3K | ﹤0.01% | 394 |
|
|
2023
Q1 | – | Sell |
-1,502
| Closed | -$204K | – | 396 |
|
|
2022
Q4 | $204K | Sell |
1,502
-1,332
| -47% | -$181K | 0.01% | 367 |
|
|
2022
Q3 | $410K | Sell |
2,834
-4,887
| -63% | -$707K | 0.02% | 253 |
|
|
2022
Q2 | $1.3M | Sell |
7,721
-1,248
| -14% | -$210K | 0.06% | 159 |
|
|
2022
Q1 | $1.66M | Sell |
8,969
-90
| -1% | -$16.6K | 0.06% | 150 |
|
|
2021
Q4 | $1.89M | Buy |
9,059
+2,331
| +35% | +$487K | 0.07% | 144 |
|
|
2021
Q3 | $1.17M | Sell |
6,728
-170
| -2% | -$29.5K | 0.04% | 185 |
|
|
2021
Q2 | $1.35M | Sell |
6,898
-1,549
| -18% | -$302K | 0.05% | 180 |
|
|
2021
Q1 | $1.45M | Sell |
8,447
-1,176
| -12% | -$202K | 0.06% | 161 |
|
|
2020
Q4 | $1.53M | Buy |
9,623
+766
| +9% | +$122K | 0.07% | 152 |
|
|
2020
Q3 | $1.48M | Sell |
8,857
-66
| -0.7% | -$11K | 0.07% | 143 |
|
|
2020
Q2 | $1.49M | Buy |
8,923
+175
| +2% | +$29.3K | 0.08% | 137 |
|
|
2020
Q1 | $1.26M | Buy |
8,748
+6,468
| +284% | +$934K | 0.08% | 148 |
|
|
2019
Q4 | $324K | Buy |
2,280
+310
| +16% | +$44.1K | 0.02% | 284 |
|
|
2019
Q3 | $274K | Buy |
1,970
+179
| +10% | +$24.9K | 0.01% | 297 |
|
|
2019
Q2 | $233K | Buy |
1,791
+175
| +11% | +$22.8K | 0.01% | 309 |
|
|
2019
Q1 | $207K | Buy |
+1,616
| New | +$207K | 0.01% | 309 |
|