International Assets 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
2021 Q2	–	Sell	-2,408	Closed	-$51K	–	709
2021 Q1	$51K	Hold	2,408	–	–	﹤0.01%	949
2020 Q4	$51K	Buy	+2,408	New	+$51K	0.01%	834