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Coastal Bridge Advisors’s Thomson Reuters TRI Stock Holding History

Coastal Bridge Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.15M Buy
5,712
+4,333
+314% +$872K 0.09% 192
2025
Q1 		$238K Buy
+1,379
New +$238K 0.06% 222