Hillsdale Investment 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 Q2	–	Sell	-14,500	Closed	-$522K	–	567
2023 Q1	$522K	Hold	14,500	–	–	0.04%	307
2022 Q4	$689K	Buy	+14,500	New	+$689K	0.06%	251