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Baker Tilly Wealth Management’s Coastal Financial CCB Stock Holding History

Baker Tilly Wealth Management’s Portfolio CCB Stock Details CCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,428
Closed -$224K – 528
2021
Q4 		$224K Buy
+4,428
New +$224K 0.02% 485