VFA
Values First Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,698
| Closed | -$307K | – | 165 |
|
|
2023
Q2 | $307K | Sell |
2,698
-1,063
| -28% | -$121K | 0.19% | 126 |
|
|
2023
Q1 | $503K | Sell |
3,761
-687
| -15% | -$92K | 0.32% | 88 |
|
|
2022
Q4 | $603K | Buy |
4,448
+844
| +23% | +$114K | 0.42% | 67 |
|
|
2022
Q3 | $521K | Sell |
3,604
-168
| -4% | -$24.3K | 0.37% | 80 |
|
|
2022
Q2 | $635K | Buy |
3,772
+162
| +4% | +$27.3K | 0.45% | 68 |
|
|
2022
Q1 | $666K | Sell |
3,610
-2,466
| -41% | -$455K | 0.42% | 76 |
|
|
2021
Q4 | $1.27M | Buy |
6,076
+1,415
| +30% | +$295K | 0.75% | 45 |
|
|
2021
Q3 | $808K | Buy |
4,661
+105
| +2% | +$18.2K | 0.52% | 65 |
|
|
2021
Q2 | $889K | Sell |
4,556
-396
| -8% | -$77.3K | 0.6% | 57 |
|
|
2021
Q1 | $852K | Buy |
4,952
+234
| +5% | +$40.3K | 0.63% | 56 |
|
|
2020
Q4 | $751K | Buy |
4,718
+1,463
| +45% | +$233K | 0.6% | 59 |
|
|
2020
Q3 | $542K | Sell |
3,255
-102
| -3% | -$17K | 0.5% | 68 |
|
|
2020
Q2 | $562K | Sell |
3,357
-734
| -18% | -$123K | 0.56% | 63 |
|
|
2020
Q1 | $591K | Buy |
4,091
+467
| +13% | +$67.4K | 0.71% | 50 |
|
|
2019
Q4 | $515K | Buy |
+3,624
| New | +$515K | 0.5% | 68 |
|