American Portfolios Advisors’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19.2K | Hold |
483
| – | – | ﹤0.01% | 2203 |
|
|
2022
Q2 | $18.4K | Sell |
483
-96
| -17% | -$3.66K | ﹤0.01% | 2270 |
|
|
2022
Q1 | $26.5K | Sell |
579
-755
| -57% | -$34.5K | ﹤0.01% | 2223 |
|
|
2021
Q4 | $67.5K | Hold |
1,334
| – | – | ﹤0.01% | 1729 |
|
|
2021
Q3 | $42.5K | Buy |
1,334
+166
| +14% | +$5.29K | ﹤0.01% | 1862 |
|
|
2021
Q2 | $33.4K | Buy |
1,168
+29
| +3% | +$828 | ﹤0.01% | 1946 |
|
|
2021
Q1 | $29.9K | Buy |
1,139
+752
| +194% | +$19.7K | ﹤0.01% | 1849 |
|
|
2020
Q4 | $8.13K | Hold |
387
| – | – | ﹤0.01% | 2203 |
|
|
2020
Q3 | $4.74K | Sell |
387
-27
| -7% | -$331 | ﹤0.01% | 2309 |
|
|
2020
Q2 | $6.01K | Buy |
414
+2
| +0.5% | +$29 | ﹤0.01% | 2159 |
|
|
2020
Q1 | $4.33K | Sell |
412
-2
| -0.5% | -$21 | ﹤0.01% | 2150 |
|
|
2019
Q4 | $6.82K | Buy |
414
+291
| +237% | +$4.79K | ﹤0.01% | 2151 |
|
|
2019
Q3 | $1.86K | Hold |
123
| – | – | ﹤0.01% | 2528 |
|
|
2019
Q2 | $1.9K | Buy |
+123
| New | +$1.9K | ﹤0.01% | 2493 |
|