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Diversify Advisory Services’s Coastal Financial CCB Stock Holding History

Diversify Advisory Services’s Portfolio CCB Stock Details CCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,317
Closed -$281K – 641
2024
Q2 		$281K Sell
6,317
-12,382
-66% -$551K 0.02% 523
2024
Q1 		$714K Buy
+18,699
New +$714K 0.04% 328