EverSource Wealth Advisors’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256 | Sell |
23
-24
| -51% | -$267 | ﹤0.01% | 4014 |
|
|
2025
Q1 | $544 | Buy |
47
+33
| +236% | +$382 | ﹤0.01% | 3427 |
|
|
2024
Q4 | $188 | Buy |
+14
| New | +$188 | ﹤0.01% | 3442 |
|
|
2023
Q4 | – | Sell |
-140
| Closed | -$1.03K | – | 2636 |
|
|
2023
Q3 | $1.03K | Hold |
140
| – | – | ﹤0.01% | 2198 |
|
|
2023
Q2 | $624 | Buy |
+140
| New | +$624 | ﹤0.01% | 2308 |
|
|
2022
Q2 | – | Sell |
-984
| Closed | -$3K | – | 1697 |
|
|
2022
Q1 | $3K | Hold |
984
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q4 | $5K | Buy |
+984
| New | +$5K | ﹤0.01% | 1224 |
|