TWM
TriaGen Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,874
| Closed | -$548K | – | 159 |
|
|
2023
Q3 | $548K | Buy |
+6,874
| New | +$548K | 0.28% | 82 |
|
|
2022
Q2 | – | Sell |
-38,567
| Closed | -$1.87M | – | 153 |
|
|
2022
Q1 | $1.87M | Sell |
38,567
-1,963
| -5% | -$95K | 0.97% | 37 |
|
|
2021
Q4 | $1.8M | Hold |
40,530
| – | – | 0.89% | 39 |
|
|
2021
Q3 | $1.55M | Hold |
40,530
| – | – | 0.84% | 42 |
|
|
2021
Q2 | $1.58M | Sell |
40,530
-41,030
| -50% | -$1.6M | 0.81% | 45 |
|
|
2021
Q1 | $3.13M | Buy |
+81,560
| New | +$3.13M | 1.8% | 10 |
|