Dynamic Advisor Solutions’s Associated Capital Group AC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $410K | Buy |
|
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $344K | Hold |
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|
2019
Q3 | $313K | Buy |
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|
2019
Q2 | $227K | Buy |
|