Brinker Capital’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.63M Buy
2020
Q1
$849K Buy
2019
Q4
$1.2M Buy
2019
Q3
$922K Buy
2019
Q2
$694K Buy
2019
Q1
$668K Buy
2018
Q4
$433K Buy