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 |
|