MPWT
MassMutual Private Wealth & Trust’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Hold |
162
| – | – | ﹤0.01% | 1202 |
|
|
2025
Q1 | $14.6K | Sell |
162
-3
| -2% | -$271 | ﹤0.01% | 1154 |
|
|
2024
Q4 | $14K | Hold |
165
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q3 | $8.91K | Buy |
165
+102
| +162% | +$5.51K | ﹤0.01% | 1167 |
|
|
2024
Q2 | $2.91K | Hold |
63
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q1 | $2.45K | Buy |
+63
| New | +$2.45K | ﹤0.01% | 1479 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$1.3K | – | 1929 |
|
|
2023
Q1 | $1.3K | Buy |
+36
| New | +$1.3K | ﹤0.01% | 1538 |
|