Accel Wealth Management’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$14.1K | – | 176 |
|
|
2023
Q1 | $14.1K | Hold |
5,000
| – | – | 0.01% | 799 |
|
|
2022
Q4 | $5.3K | Hold |
5,000
| – | – | ﹤0.01% | 802 |
|
|
2022
Q3 | $4K | Hold |
5,000
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $7K | Buy |
5,000
+1,000
| +25% | +$1.4K | ﹤0.01% | 754 |
|
|
2022
Q1 | $13K | Buy |
4,000
+1,000
| +33% | +$3.25K | 0.01% | 653 |
|
|
2021
Q4 | $13K | Hold |
3,000
| – | – | 0.01% | 649 |
|
|
2021
Q3 | $11K | Buy |
+3,000
| New | +$11K | 0.01% | 610 |
|