Wealthspire Advisors (Maryland)’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-64
| Closed | -$1K | – | 472 |
|
|
2019
Q1 | $1K | Buy |
64
+13
| +25% | +$203 | ﹤0.01% | 2278 |
|
|
2018
Q4 | $1K | Sell |
51
-46
| -47% | -$902 | ﹤0.01% | 2207 |
|
|
2018
Q3 | $2K | Buy |
97
+39
| +67% | +$804 | ﹤0.01% | 2116 |
|
|
2018
Q2 | $1K | Buy |
58
+15
| +35% | +$259 | ﹤0.01% | 2268 |
|
|
2018
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 2284 |
|
|
2017
Q4 | $1K | Buy |
43
+35
| +438% | +$814 | ﹤0.01% | 2234 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2231 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$8K | – | 2181 |
|
|
2017
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 1391 |
|