United Capital Financial Advisors’s ICC Holdings, Inc. ICCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$317K | – | 910 |
|
|
2023
Q2 | $317K | Hold |
20,000
| – | – | ﹤0.01% | 753 |
|
|
2023
Q1 | $310K | Hold |
20,000
| – | – | ﹤0.01% | 814 |
|
|
2022
Q4 | $312K | Hold |
20,000
| – | – | ﹤0.01% | 878 |
|
|
2022
Q3 | $305K | Hold |
20,000
| – | – | ﹤0.01% | 908 |
|
|
2022
Q2 | $320K | Hold |
20,000
| – | – | ﹤0.01% | 922 |
|
|
2022
Q1 | $341K | Hold |
20,000
| – | – | ﹤0.01% | 951 |
|
|
2021
Q4 | $335K | Hold |
20,000
| – | – | ﹤0.01% | 985 |
|
|
2021
Q3 | $330K | Hold |
20,000
| – | – | ﹤0.01% | 970 |
|
|
2021
Q2 | $320K | Hold |
20,000
| – | – | ﹤0.01% | 997 |
|
|
2021
Q1 | $294K | Hold |
20,000
| – | – | ﹤0.01% | 987 |
|
|
2020
Q4 | $286K | Hold |
20,000
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q3 | $234K | Hold |
20,000
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q2 | $230K | Hold |
20,000
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q1 | $219K | Hold |
20,000
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q4 | $282K | Hold |
20,000
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q3 | $275K | Hold |
20,000
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q2 | $277K | Buy |
+20,000
| New | +$277K | ﹤0.01% | 1235 |
|