Evergreen Capital Management’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,021
| Closed | -$286K | – | 727 |
|
|
2022
Q4 | $286K | Buy |
6,021
+150
| +3% | +$7.13K | 0.01% | 501 |
|
|
2022
Q3 | $234K | Buy |
5,871
+592
| +11% | +$23.6K | 0.01% | 510 |
|
|
2022
Q2 | $201K | Hold |
5,279
| – | – | 0.01% | 526 |
|
|
2022
Q1 | $242K | Hold |
5,279
| – | – | 0.01% | 546 |
|
|
2021
Q4 | $267K | Buy |
+5,279
| New | +$267K | 0.01% | 506 |
|