MAWA
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Moss Adams Wealth Advisors’s Coastal Financial CCB Stock Holding History

Moss Adams Wealth Advisors’s Portfolio CCB Stock Details CCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,888
Closed -$1.02M – 209
2024
Q3 		$1.02M Buy
+18,888
New +$1.02M 0.11% 57