Coastal Bridge Advisors’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,572
| Closed | -$22.5K | – | 176 |
|
|
2024
Q2 | $22.5K | Hold |
4,572
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $33.6K | Hold |
4,572
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $50.3K | Hold |
4,572
| – | – | 0.01% | 169 |
|
|
2023
Q3 | $58.5K | Hold |
4,572
| – | – | 0.02% | 158 |
|
|
2023
Q2 | $87.3K | Hold |
4,572
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $56.7K | Hold |
4,572
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $58.1K | Hold |
4,572
| – | – | 0.02% | 162 |
|
|
2022
Q3 | $68K | Hold |
4,572
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $72K | Hold |
4,572
| – | – | 0.02% | 153 |
|
|
2022
Q1 | $139K | Hold |
4,572
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $182K | Hold |
4,572
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $226K | Buy |
+4,572
| New | +$226K | 0.05% | 126 |
|