ACG Wealth’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $161K | Buy |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $116K | Sell |
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|
2021
Q4 | $130K | Buy |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $79K | Hold |
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|
2020
Q3 | $51K | Sell |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $63K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $95K | Buy |
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|
2018
Q4 | $107K | Buy |
|