Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-203
| Closed | -$3K | – | 248 |
|
|
2016
Q3 | $3K | Hold |
203
| – | – | ﹤0.01% | 977 |
|
|
2016
Q2 | $3K | Buy |
203
+1
| +0.5% | +$15 | ﹤0.01% | 992 |
|
|
2016
Q1 | $4K | Buy |
202
+1
| +0.5% | +$20 | ﹤0.01% | 866 |
|
|
2015
Q4 | $3K | Hold |
201
| – | – | ﹤0.01% | 1004 |
|
|
2015
Q3 | $3K | Buy |
201
+1
| +0.5% | +$15 | ﹤0.01% | 1013 |
|
|
2015
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1032 |
|
|
2015
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 963 |
|