WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-22
| Closed | – | – | 1553 |
|
|
2016
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1548 |
|
|
2016
Q1 | $0 | Buy |
22
+8
| +57% | – | ﹤0.01% | 1519 |
|
|
2015
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1553 |
|
|
2015
Q3 | – | Sell |
-1,900
| Closed | -$30K | – | 1593 |
|
|
2015
Q2 | $30K | Buy |
+1,900
| New | +$30K | 0.01% | 863 |
|