CBA
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Coastal Bridge Advisors’s Pool Corp POOL Stock Holding History

Coastal Bridge Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$356K Sell
1,221
-285
-19% -$83K 0.03% 329
2025
Q1 		$479K Buy
+1,506
New +$479K 0.12% 164