Glassman Wealth Services’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21	Closed	-$901	–	1985
2023 Q3	$901	Buy	+21	New	+$901	﹤0.01%	1581