DFPG Investments’s Coastal Financial CCB Stock Holding History

DFPG Investments’s Portfolio CCB Stock Details CCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$875K	Sell
2023 Q3	$796K	Sell
2023 Q2	$1.12M	Buy
2023 Q1	$795K	Buy
2022 Q4	$946K	Buy