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Physician Wealth Advisors, Inc. → CCB
Physician Wealth Advisors, Inc. CCB Position History
Coastal Financial Corporation
Quarters held
4
Latest value
$600
Q3 2026
Peak value
$698
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $541 |
| Q4 2025 | $573 |
| Q2 2026 | $698 |
| Q3 2026 | $600 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $600 | 15 | — | — |
| Q2 2026 | $698 | 9 | — | — |
| Q4 2025 | $573 | 5 | — | — |
| Q3 2025 | $541 | 5 | — | — |