United Capital Financial Advisors’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
Q1 | – | Sell |
-303,012
| Closed | -$3.82M | – | 1177 |
|
|
2019
Q4 | $3.82M | Hold |
303,012
| – | – | 0.02% | 471 |
|
|
2019
Q3 | $4.24M | Sell |
303,012
-1,260
| -0.4% | -$17.6K | 0.03% | 445 |
|
|
2019
Q2 | $4.34M | Buy |
304,272
+1,260
| +0.4% | +$18K | 0.03% | 447 |
|
|
2019
Q1 | $4.82M | Hold |
303,012
| – | – | 0.03% | 425 |
|
|
2018
Q4 | $5.04M | Sell |
303,012
-46,500
| -13% | -$773K | 0.04% | 373 |
|
|
2018
Q3 | $7.82M | Buy |
+349,512
| New | +$7.82M | 0.06% | 348 |
|