Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$96K | – | 2347 |
|
|
2018
Q1 | $96K | Sell |
5,000
-6,299
| -56% | -$121K | ﹤0.01% | 965 |
|
|
2017
Q4 | $195K | Sell |
11,299
-1,000
| -8% | -$17.3K | ﹤0.01% | 728 |
|
|
2017
Q3 | $200K | Hold |
12,299
| – | – | ﹤0.01% | 680 |
|
|
2017
Q2 | $193K | Hold |
12,299
| – | – | ﹤0.01% | 678 |
|
|
2017
Q1 | $196K | Hold |
12,299
| – | – | ﹤0.01% | 651 |
|
|
2016
Q4 | $186K | Buy |
+12,299
| New | +$186K | ﹤0.01% | 663 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$39K | – | 1553 |
|
|
2015
Q3 | $39K | Hold |
3,000
| – | – | ﹤0.01% | 757 |
|
|
2015
Q2 | $47K | Buy |
+3,000
| New | +$47K | ﹤0.01% | 689 |
|