DWM

Doyle Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-13,500	Closed	-$77K	–	224
2021 Q2	$77K	Hold	13,500	–	–	0.01%	218
2021 Q1	$97K	Hold	13,500	–	–	0.01%	214
2020 Q4	$77K	Hold	13,500	–	–	0.01%	211
2020 Q3	$82K	Sell	13,500 -5,000	-27%	-$30.4K	0.01%	189
2020 Q2	$145K	Hold	18,500	–	–	0.02%	178
2020 Q1	$171K	Hold	18,500	–	–	0.03%	175
2019 Q4	$233K	Hold	18,500	–	–	0.03%	190
2019 Q3	$259K	Hold	18,500	–	–	0.04%	171
2019 Q2	$264K	Hold	18,500	–	–	0.04%	164
2019 Q1	$270K	Hold	18,500	–	–	0.04%	160
2018 Q4	$307K	Sell	18,500 -500	-3%	-$8.3K	0.05%	141
2018 Q3	$425K	Hold	19,000	–	–	0.07%	121
2018 Q2	$372K	Sell	19,000 -1,328	-7%	-$26K	0.06%	128
2018 Q1	$389K	Sell	20,328 -1,500	-7%	-$28.7K	0.07%	117
2017 Q4	$377K	Hold	21,828	–	–	0.06%	118
2017 Q3	$356K	Hold	21,828	–	–	0.06%	107
2017 Q2	$343K	Sell	21,828 -2,400	-10%	-$37.7K	0.06%	105
2017 Q1	$386K	Buy	+24,228	New	+$386K	0.08%	95