New York Life 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,669
| Closed | -$376K | – | 938 |
|
|
2024
Q1 | $376K | Buy |
9,669
+79
| +0.8% | +$3.07K | ﹤0.01% | 882 |
|
|
2023
Q4 | $426K | Sell |
9,590
-282
| -3% | -$12.5K | ﹤0.01% | 954 |
|
|
2023
Q3 | $424K | Sell |
9,872
-1,573
| -14% | -$67.5K | ﹤0.01% | 831 |
|
|
2023
Q2 | $431K | Sell |
11,445
-1,365
| -11% | -$51.4K | ﹤0.01% | 881 |
|
|
2023
Q1 | $461K | Buy |
+12,810
| New | +$461K | 0.01% | 1128 |
|