PWG
Portside Wealth Group’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
4,505
+839
| +23% | +$81.3K | 0.06% | 267 |
|
|
2025
Q1 | $331K | Sell |
3,666
-1,097
| -23% | -$99.2K | 0.05% | 304 |
|
|
2024
Q4 | $404K | Buy |
4,763
+94
| +2% | +$7.98K | 0.07% | 261 |
|
|
2024
Q3 | $252K | Buy |
4,669
+166
| +4% | +$8.96K | 0.04% | 337 |
|
|
2024
Q2 | $208K | Buy |
+4,503
| New | +$208K | 0.04% | 338 |
|
|
2024
Q1 | – | Sell |
-5,272
| Closed | -$234K | – | 364 |
|
|
2023
Q4 | $234K | Sell |
5,272
-1,092
| -17% | -$48.5K | 0.04% | 311 |
|
|
2023
Q3 | $275K | Buy |
6,364
+60
| +1% | +$2.59K | 0.05% | 260 |
|
|
2023
Q2 | $237K | Buy |
+6,304
| New | +$237K | 0.04% | 295 |
|