Creative Planning’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8
| Closed | – | – | 1869 |
|
|
2017
Q2 | $0 | Sell |
8
-9,273
| -100% | – | ﹤0.01% | 4469 |
|
|
2017
Q1 | $148K | Sell |
9,281
-29,727
| -76% | -$474K | ﹤0.01% | 1678 |
|
|
2016
Q4 | $591K | Buy |
39,008
+38,983
| +155,932% | +$591K | ﹤0.01% | 850 |
|
|
2016
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 4352 |
|
|
2016
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 4183 |
|
|
2016
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 4175 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1079 |
|
|
2015
Q1 | $5K | Sell |
200
-1,551
| -89% | -$38.8K | ﹤0.01% | 3443 |
|
|
2014
Q4 | $38K | Sell |
1,751
-3,849
| -69% | -$83.5K | ﹤0.01% | 2161 |
|
|
2014
Q3 | $84K | Buy |
+5,600
| New | +$84K | ﹤0.01% | 1579 |
|