Engineers Gate Manager’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,038
| Closed | -$258K | – | 2202 |
|
|
2024
Q4 | $258K | Buy |
+3,038
| New | +$258K | ﹤0.01% | 1777 |
|
|
2022
Q4 | – | Sell |
-5,187
| Closed | -$206K | – | 1702 |
|
|
2022
Q3 | $206K | Sell |
5,187
-8,312
| -62% | -$330K | 0.01% | 1306 |
|
|
2022
Q2 | $515K | Sell |
13,499
-5,922
| -30% | -$226K | 0.02% | 1093 |
|
|
2022
Q1 | $889K | Buy |
+19,421
| New | +$889K | 0.03% | 740 |
|