Squar Milner Financial Services’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,023	Closed	-$21K	–	287
2020 Q1	$21K	Buy	2,023 +206	+11%	+$2.14K	0.01%	457
2019 Q4	$29K	Buy	+1,817	New	+$29K	0.01%	472
2019 Q3	–	Sell	-199	Closed	-$3K	–	295
2019 Q2	$3K	Buy	+199	New	+$3K	﹤0.01%	650