Bogart Wealth LLC’s American Coastal Insurance ACIC Stock Holding History

Bogart Wealth LLC’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2K	Hold
2025 Q2	$1.96K	Hold
2025 Q1	$2.04K	Hold
2024 Q4	$2.37K	Hold
2024 Q3	$1.98K	Hold
2024 Q2	$1.86K	Hold
2024 Q1	$1.88K	Hold
2023 Q4	$1.67K	Buy