BTWM
Baker Tilly Wealth Management’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-44,212
| Closed | -$146K | – | 492 |
|
|
2022
Q1 | $146K | Hold |
44,212
| – | – | 0.02% | 506 |
|
|
2021
Q4 | $192K | Hold |
44,212
| – | – | 0.02% | 510 |
|
|
2021
Q3 | $160K | Hold |
44,212
| – | – | 0.02% | 495 |
|
|
2021
Q2 | $252K | Hold |
44,212
| – | – | 0.04% | 433 |
|
|
2021
Q1 | $319K | Hold |
44,212
| – | – | 0.07% | 342 |
|
|
2020
Q4 | $253K | Buy |
+44,212
| New | +$253K | 0.08% | 277 |
|