AE Wealth Management’s Acadia Healthcare ACHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,377
| Closed | -$677K | – | 1889 |
|
2023
Q1 | $677K | Sell |
9,377
-273
| -3% | -$19.7K | ﹤0.01% | 1208 |
|
2022
Q4 | $794K | Buy |
9,650
+174
| +2% | +$14.3K | 0.01% | 1084 |
|
2022
Q3 | $741K | Buy |
9,476
+299
| +3% | +$23.4K | 0.01% | 1062 |
|
2022
Q2 | $621K | Buy |
9,177
+169
| +2% | +$11.4K | 0.01% | 1084 |
|
2022
Q1 | $590K | Sell |
9,008
-215
| -2% | -$14.1K | ﹤0.01% | 1147 |
|
2021
Q4 | $560K | Buy |
9,223
+173
| +2% | +$10.5K | ﹤0.01% | 1216 |
|
2021
Q3 | $577K | Hold |
9,050
| – | – | ﹤0.01% | 1116 |
|
2021
Q2 | $568K | Hold |
9,050
| – | – | 0.01% | 1097 |
|
2021
Q1 | $517K | Hold |
9,050
| – | – | 0.01% | 1013 |
|
2020
Q4 | $455K | Sell |
9,050
-2,540
| -22% | -$128K | 0.01% | 992 |
|
2020
Q3 | $342K | Sell |
11,590
-20
| -0.2% | -$590 | ﹤0.01% | 993 |
|
2020
Q2 | $292K | Sell |
11,610
-1
| -0% | -$25 | ﹤0.01% | 1026 |
|
2020
Q1 | $213K | Sell |
11,611
-1
| -0% | -$18 | ﹤0.01% | 982 |
|
2019
Q4 | $386K | Buy |
+11,612
| New | +$386K | 0.01% | 814 |
|