AG
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Algert Global’s Coastal Financial CCB Stock Holding History

Algert Global’s Portfolio CCB Stock Details CCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,200
Closed -$475K – 1102
2023
Q1 		$475K Buy
13,200
+6,020
+84% +$217K 0.02% 836
2022
Q4 		$341K Buy
7,180
+1,210
+20% +$57.5K 0.02% 908
2022
Q3 		$237K Buy
+5,970
New +$237K 0.01% 1003