TA
Tiedemann Advisors’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,270
| Closed | -$241K | – | 241 |
|
|
2022
Q1 | $241K | Hold |
5,270
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $267K | Sell |
5,270
-2,000
| -28% | -$101K | 0.01% | 246 |
|
|
2021
Q3 | $232K | Hold |
7,270
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $208K | Sell |
7,270
-2,050
| -22% | -$58.7K | 0.01% | 344 |
|
|
2021
Q1 | $244K | Buy |
+9,320
| New | +$244K | 0.01% | 291 |
|
|
2020
Q4 | – | Sell |
-11,820
| Closed | -$145K | – | 320 |
|
|
2020
Q3 | $145K | Sell |
11,820
-3,180
| -21% | -$39K | 0.01% | 305 |
|
|
2020
Q2 | $218K | Hold |
15,000
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $158K | Sell |
15,000
-5,158
| -26% | -$54.3K | 0.01% | 281 |
|
|
2019
Q4 | $332K | Sell |
20,158
-959
| -5% | -$15.8K | 0.02% | 237 |
|
|
2019
Q3 | $319K | Buy |
+21,117
| New | +$319K | 0.02% | 254 |
|