Credit Suisse’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $734K | Buy |
18,888
+361
| +2% | +$14K | ﹤0.01% | 2443 |
|
|
2023
Q4 | $823K | Buy |
18,527
+8,729
| +89% | +$388K | ﹤0.01% | 2454 |
|
|
2023
Q3 | $420K | Buy |
9,798
+670
| +7% | +$28.8K | ﹤0.01% | 2760 |
|
|
2023
Q2 | $344K | Buy |
9,128
+57
| +0.6% | +$2.15K | ﹤0.01% | 2944 |
|
|
2023
Q1 | $327K | Buy |
9,071
+3
| +0% | +$108 | ﹤0.01% | 2946 |
|
|
2022
Q4 | $431K | Buy |
9,068
+9,009
| +15,269% | +$428K | ﹤0.01% | 2857 |
|
|
2022
Q3 | $2K | Buy |
59
+49
| +490% | +$1.66K | ﹤0.01% | 3685 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3944 |
|