Brinker Capital’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.63M | Buy |
112,214
+31,393
| +39% | +$456K | 0.05% | 358 |
|
|
2020
Q1 | $849K | Buy |
80,821
+8,093
| +11% | +$85K | 0.03% | 475 |
|
|
2019
Q4 | $1.2M | Buy |
72,728
+11,682
| +19% | +$192K | 0.04% | 445 |
|
|
2019
Q3 | $922K | Buy |
61,046
+16,188
| +36% | +$244K | 0.03% | 507 |
|
|
2019
Q2 | $694K | Buy |
44,858
+5,557
| +14% | +$86K | 0.03% | 600 |
|
|
2019
Q1 | $668K | Buy |
39,301
+10,878
| +38% | +$185K | 0.03% | 589 |
|
|
2018
Q4 | $433K | Buy |
+28,423
| New | +$433K | 0.02% | 638 |
|