FRG Family Wealth Advisors’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,450	Closed	-$56.1K	–	174
2024 Q1	$56.1K	Buy	+1,450	New	+$56.1K	0.01%	203