Bogart Wealth LLC’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96K | Hold |
176
| – | – | ﹤0.01% | 1106 |
|
2025
Q1 | $2.04K | Hold |
176
| – | – | ﹤0.01% | 1055 |
|
2024
Q4 | $2.37K | Hold |
176
| – | – | ﹤0.01% | 1062 |
|
2024
Q3 | $1.98K | Hold |
176
| – | – | ﹤0.01% | 966 |
|
2024
Q2 | $1.86K | Hold |
176
| – | – | ﹤0.01% | 941 |
|
2024
Q1 | $1.88K | Hold |
176
| – | – | ﹤0.01% | 911 |
|
2023
Q4 | $1.67K | Buy |
+176
| New | +$1.67K | ﹤0.01% | 913 |
|