JFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,270
| Closed | -$237K | – | 66 |
|
|
2025
Q1 | $237K | Sell |
2,270
-300
| -12% | -$31.3K | 0.05% | 73 |
|
|
2024
Q4 | $233K | Hold |
2,570
| – | – | 0.05% | 88 |
|
|
2024
Q3 | $305K | Buy |
2,570
+296
| +13% | +$35.1K | 0.08% | 61 |
|
|
2024
Q2 | $222K | Buy |
+2,274
| New | +$222K | 0.06% | 52 |
|
|
2023
Q3 | – | Sell |
-2,192
| Closed | -$250K | – | 36 |
|
|
2023
Q2 | $250K | Sell |
2,192
-103
| -4% | -$11.7K | 0.08% | 32 |
|
|
2023
Q1 | $307K | Buy |
+2,295
| New | +$307K | 0.1% | 22 |
|