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Coastal Finl Corp Wa shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

All positions including Coastal Finl Corp Wa held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 6.0k 38.87
2023-12-31 $287k 6.5k 44.41
2023-09-30 $277k 6.5k 42.91
2023-06-30 $262k 7.0k 37.65
2023-03-31 $251k 7.0k 36.01