CAPTRUST Financial Advisors’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,247
| Closed | -$8K | – | 2078 |
|
|
2022
Q2 | $8K | Buy |
5,247
+2,142
| +69% | +$3.27K | ﹤0.01% | 3852 |
|
|
2022
Q1 | $10K | Sell |
3,105
-2,870
| -48% | -$9.24K | ﹤0.01% | 3785 |
|
|
2021
Q4 | $26K | Sell |
5,975
-3,443
| -37% | -$15K | ﹤0.01% | 3107 |
|
|
2021
Q3 | $34K | Buy |
9,418
+8,520
| +949% | +$30.8K | ﹤0.01% | 2818 |
|
|
2021
Q2 | $5K | Sell |
898
-694
| -44% | -$3.86K | ﹤0.01% | 3845 |
|
|
2021
Q1 | $11K | Buy |
+1,592
| New | +$11K | ﹤0.01% | 3363 |
|