IFP Advisors’s Associated Capital Group AC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | -$2K | – | 4587 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 4309 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 4071 |
|
|
2022
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 4071 |
|
|
2019
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 2061 |
|
|
2016
Q2 | – | Sell |
-54
| Closed | -$2K | – | 3797 |
|
|
2016
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 2061 |
|