Accredited Investors’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-13,236
| Closed | -$334K | – | 127 |
|
2017
Q3 | $334K | Sell |
13,236
-3,000
| -18% | -$75.7K | 0.09% | 81 |
|
2017
Q2 | $332K | Sell |
16,236
-5,000
| -24% | -$102K | 0.09% | 67 |
|
2017
Q1 | $395K | Hold |
21,236
| – | – | 0.1% | 67 |
|
2016
Q4 | $415K | Sell |
21,236
-2,000
| -9% | -$39.1K | 0.11% | 66 |
|
2016
Q3 | $399K | Buy |
23,236
+1,885
| +9% | +$32.4K | 0.11% | 64 |
|
2016
Q2 | $384K | Sell |
21,351
-9,112
| -30% | -$164K | 0.11% | 64 |
|
2016
Q1 | $485K | Buy |
+30,463
| New | +$485K | 0.12% | 57 |
|