WWM
Wagner Wealth Management’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-544
| Closed | -$1K | – | 676 |
|
|
2022
Q2 | $1K | Buy |
+544
| New | +$1K | ﹤0.01% | 643 |
|
|
2022
Q1 | – | Sell |
-535
| Closed | -$2K | – | 209 |
|
|
2021
Q4 | $2K | Buy |
535
+7
| +1% | +$26 | ﹤0.01% | 622 |
|
|
2021
Q3 | $2K | Buy |
528
+8
| +2% | +$30 | ﹤0.01% | 594 |
|
|
2021
Q2 | $3K | Buy |
520
+6
| +1% | +$35 | ﹤0.01% | 606 |
|
|
2021
Q1 | $4K | Buy |
+514
| New | +$4K | ﹤0.01% | 554 |
|