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Toth Financial Advisory’s Coastal Financial CCB Stock Holding History

Toth Financial Advisory’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,345
Closed -$48.4K – 790
2023
Q1 		$48.4K Sell
1,345
-18,050
-93% -$650K 0.01% 275
2022
Q4 		$922K Buy
19,395
+6,095
+46% +$290K 0.15% 111
2022
Q3 		$529K Buy
+13,300
New +$529K 0.1% 130