First Personal Financial Services’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 | $7.71K | Hold |
65
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $6.35K | Buy |
+65
| New | +$6.35K | ﹤0.01% | 305 |
|
|
2022
Q4 | – | Sell |
-124
| Closed | -$18K | – | 398 |
|
|
2022
Q3 | $18K | Buy |
124
+75
| +153% | +$10.9K | 0.01% | 293 |
|
|
2022
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $9K | Hold |
49
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $10K | Buy |
+49
| New | +$10K | ﹤0.01% | 291 |
|
|
2020
Q1 | – | Sell |
-199
| Closed | -$28K | – | 332 |
|
|
2019
Q4 | $28K | Sell |
199
-115
| -37% | -$16.2K | 0.01% | 227 |
|
|
2019
Q3 | $44K | Sell |
314
-500
| -61% | -$70.1K | 0.01% | 256 |
|
|
2019
Q2 | $106K | Buy |
814
+147
| +22% | +$19.1K | 0.03% | 210 |
|
|
2019
Q1 | $85K | Hold |
667
| – | – | 0.03% | 218 |
|
|
2018
Q4 | $72K | Buy |
667
+167
| +33% | +$18K | 0.02% | 222 |
|
|
2018
Q3 | $56K | Hold |
500
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $54K | Sell |
500
-17
| -3% | -$1.84K | 0.02% | 262 |
|
|
2018
Q1 | $56K | Sell |
517
-65
| -11% | -$7.04K | 0.01% | 417 |
|
|
2017
Q4 | $65K | Buy |
582
+65
| +13% | +$7.26K | 0.01% | 415 |
|
|
2017
Q3 | $52K | Sell |
517
-1,576
| -75% | -$159K | 0.01% | 411 |
|
|
2017
Q2 | $210K | Buy |
2,093
+419
| +25% | +$42K | 0.05% | 212 |
|
|
2017
Q1 | $158K | Buy |
1,674
+1,574
| +1,574% | +$149K | 0.04% | 220 |
|
|
2016
Q4 | $9K | Buy |
100
+70
| +233% | +$6.3K | ﹤0.01% | 723 |
|
|
2016
Q3 | $3K | Sell |
30
-50
| -63% | -$5K | ﹤0.01% | 738 |
|
|
2016
Q2 | $8K | Buy |
80
+30
| +60% | +$3K | ﹤0.01% | 609 |
|
|
2016
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 288 |
|
|
2015
Q4 | $4K | Sell |
50
-192
| -79% | -$15.4K | ﹤0.01% | 343 |
|
|
2015
Q3 | $20K | Buy |
242
+50
| +26% | +$4.13K | 0.01% | 234 |
|
|
2015
Q2 | $16K | Hold |
192
| – | – | 0.01% | 242 |
|
|
2015
Q1 | $16K | Hold |
192
| – | – | 0.01% | 240 |
|
|
2014
Q4 | $15K | Buy |
+192
| New | +$15K | 0.01% | 227 |
|