Dorsey Wright & Associates’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-840
| Closed | -$30.2K | – | 296 |
|
|
2023
Q1 | $30.2K | Sell |
840
-93
| -10% | -$3.35K | 0.01% | 160 |
|
|
2022
Q4 | $44.3K | Buy |
+933
| New | +$44.3K | 0.01% | 138 |
|
|
2022
Q2 | $58K | Sell |
1,522
-93
| -6% | -$3.54K | 0.02% | 125 |
|
|
2022
Q1 | $74K | Sell |
1,615
-217
| -12% | -$9.94K | 0.02% | 142 |
|
|
2021
Q4 | $93K | Buy |
1,832
+248
| +16% | +$12.6K | 0.02% | 147 |
|
|
2021
Q3 | $50K | Buy |
1,584
+124
| +8% | +$3.91K | 0.01% | 200 |
|
|
2021
Q2 | $42K | Buy |
+1,460
| New | +$42K | 0.01% | 237 |
|