CBA
XYZ

Coastal Bridge Advisors’s Block, Inc. XYZ Stock Holding History

Coastal Bridge Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,892
Closed -$1.94M – 154
2020
Q4 		$1.94M Buy
+8,892
New +$1.94M 0.38% 34
2020
Q3 		– Sell
-17,520
Closed -$1.84M – 153
2020
Q2 		$1.84M Sell
17,520
-4,100
-19% -$430K 0.59% 33
2020
Q1 		$1.13M Buy
+21,620
New +$1.13M 0.42% 39