Number of Shares
2,958.00
Current Holdings Value*
$308,310.00
% of Portfolio
2.71%
Total Estimate Gain
$-158,340.72
% of Total Estimate Gain
-23.00%

Fundamental Equity Income Fund's Crown Castle Inc Holding Summary

As of 2025-03-31, Fundamental Equity Income Fund held 2,958.00 shares of Crown Castle Inc(CCI), totaling $308,310.00. This investment constitutes 2.71% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding Crown Castle Inc(CCI) stock.

The initial trade took place in 2022Q2. And since then Fundamental Equity Income Fund has made 6 purchases of CCI, at an average price of $129.41, for a total of 5,320.00 shares. In addition, there have been 2 sales at an average price of $98.40 for 2,362.00 shares. Based on historical transaction data and CCI's current price of $100.65, Fundamental Equity Income Fund's estimated gain on his CCI holdings is $-158,340.72, reflecting a -23.00% gain to date.

Fundamental Equity Income Fund CCI ($100.65) Holding Chart

Fundamental Equity Income Fund CCI ($100.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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