Advisor Group’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $77K | Sell |
4,668
-495
| -10% | -$8.17K | ﹤0.01% | 3119 |
|
|
2019
Q3 | $77K | Sell |
5,163
-532
| -9% | -$7.93K | ﹤0.01% | 3081 |
|
|
2019
Q2 | $88K | Buy |
5,695
+2,883
| +103% | +$44.5K | ﹤0.01% | 2952 |
|
|
2019
Q1 | $47K | Buy |
2,812
+57
| +2% | +$953 | ﹤0.01% | 3425 |
|
|
2018
Q4 | $42K | Buy |
+2,755
| New | +$42K | ﹤0.01% | 3299 |
|