Aperio Group’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,950
| Closed | -$226K | – | 2334 |
|
|
2019
Q4 | $226K | Buy |
17,950
+90
| +0.5% | +$1.13K | ﹤0.01% | 2162 |
|
|
2019
Q3 | $250K | Buy |
17,860
+13,715
| +331% | +$192K | ﹤0.01% | 2089 |
|
|
2019
Q2 | $59K | Buy |
+4,145
| New | +$59K | ﹤0.01% | 2499 |
|
|
2015
Q2 | – | Sell |
-15,791
| Closed | -$355K | – | 2008 |
|
|
2015
Q1 | $355K | Buy |
+15,791
| New | +$355K | ﹤0.01% | 1460 |
|