Harvest Group Wealth Management’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19
| Closed | – | – | 466 |
|
|
2020
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 474 |
|
|
2019
Q4 | – | Sell |
-97
| Closed | -$1K | – | 957 |
|
|
2019
Q3 | $1K | Sell |
97
-33
| -25% | -$340 | ﹤0.01% | 817 |
|
|
2019
Q2 | $1K | Buy |
130
+68
| +110% | +$523 | ﹤0.01% | 645 |
|
|
2019
Q1 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 723 |
|