Small-Cap Value Fund CCB Holdings History

Number of Shares
44,000.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
1.05%
Total Estimate Gain
$629,640.00
% of Total Estimate Gain
16.37%

Small-Cap Value Fund's Coastal Financial Corp Holding Summary

As of 2025-03-31, BRIDGEWAY FUNDS INC held 44,000.00 shares of Coastal Financial Corp(CCB), totaling $3.98 Mil. This investment constitutes 1.05% of their stock portfolio, and BRIDGEWAY FUNDS INC now holds 0.29% of the outstanding Coastal Financial Corp(CCB) stock.

The initial trade took place in 2025Q1. And since then Small-Cap Value Fund has made 1 purchases of CCB, at an average price of $87.39, for a total of 44,000.00 shares. Based on historical transaction data and CCB's current price of $101.70, Small-Cap Value Fund's estimated gain on his CCB holdings is $629,640.00, reflecting a 16.37% gain to date.

Small-Cap Value Fund CCB ($101.70) Holding Chart

Small-Cap Value Fund CCB ($101.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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