EWM
CBSA

Edge Wealth Management’s COASTAL BANCORP INC CBSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-200
Closed -$8K 647
2019
Q3
$8K Hold
200
﹤0.01% 437
2019
Q2
$10K Hold
200
﹤0.01% 416
2019
Q1
$10K Hold
200
﹤0.01% 403
2018
Q4
$9K Hold
200
﹤0.01% 416
2018
Q3
$12K Hold
200
﹤0.01% 415
2018
Q2
$11K Hold
200
﹤0.01% 409
2018
Q1
$10K Hold
200
﹤0.01% 388
2017
Q4
$11K Hold
200
﹤0.01% 374
2017
Q3
$12K Buy
+200
New +$12K ﹤0.01% 350
2017
Q2
Sell
-200
Closed -$14K 569
2017
Q1
$14K Hold
200
﹤0.01% 313
2016
Q4
$13K Hold
200
﹤0.01% 315
2016
Q3
$11K Hold
200
﹤0.01% 322
2016
Q2
$12K Hold
200
0.01% 299
2016
Q1
$12K Hold
200
0.01% 275
2015
Q4
$10K Hold
200
﹤0.01% 297
2015
Q3
$9K Hold
200
﹤0.01% 302
2015
Q2
$11K Hold
200
﹤0.01% 301
2015
Q1
$12K Hold
200
﹤0.01% 293
2014
Q4
$11K Hold
200
﹤0.01% 303
2014
Q3
$11K Hold
200
﹤0.01% 309
2014
Q2
$12K Hold
200
0.01% 281
2014
Q1
$12K Hold
200
0.01% 283
2013
Q4
$13K Hold
200
0.01% 256
2013
Q3
$11K Hold
200
0.01% 238
2013
Q2
$10K Buy
+200
New +$10K 0.01% 240