Edge Wealth Management’s COASTAL BANCORP INC CBSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-200
| Closed | -$8K | – | 652 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2018
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
|
2017
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2017
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 352 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$14K | – | 585 |
|
|
2017
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 321 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 315 |
|
|
2016
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 326 |
|
|
2016
Q2 | $12K | Hold |
200
| – | – | 0.01% | 301 |
|
|
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% | 308 |
|
|
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 |
|
Edge Wealth Management's CBSA Position: Q4 2019 in Review
Edge Wealth Management sold out of COASTAL BANCORP INC (CBSA) in Q4 2019, closing a stake of 200 shares — an estimated $8K sold.
Edge Wealth Management first reported a position in CBSA in Q2 2013 and held it in 25 quarters. The position peaked at $14K in Q1 2017. 0 funds tracked by Wall St. Rank hold CBSA as of Q4 2019.
- Edge Wealth Management reported no remaining COASTAL BANCORP INC position as of Q4 2019 after selling out during the quarter.
- Edge Wealth Management sold 200 COASTAL BANCORP INC shares in Q4 2019, an estimated $8K.
- Edge Wealth Management first reported a position in COASTAL BANCORP INC in Q2 2013 and held it in 25 quarters.
- Edge Wealth Management's COASTAL BANCORP INC position peaked at $14K in Q1 2017.
- 0 funds tracked by Wall St. Rank held COASTAL BANCORP INC as of Q4 2019.
Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.