DFPG Investments’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $875K | Sell |
20,446
-754
| -4% | -$32.3K | 0.07% | 257 |
|
|
2023
Q3 | $796K | Sell |
21,200
-4,106
| -16% | -$154K | 0.07% | 243 |
|
|
2023
Q2 | $1.12M | Buy |
25,306
+3,235
| +15% | +$143K | 0.1% | 204 |
|
|
2023
Q1 | $795K | Buy |
22,071
+1,083
| +5% | +$39K | 0.09% | 243 |
|
|
2022
Q4 | $946K | Buy |
+20,988
| New | +$946K | 0.16% | 154 |
|