Advisory Research’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,704
| Closed | -$213K | – | 357 |
|
|
2015
Q1 | $213K | Sell |
15,704
-175,939
| -92% | -$2.39M | ﹤0.01% | 320 |
|
|
2014
Q4 | $2.67M | Hold |
191,643
| – | – | 0.03% | 186 |
|
|
2014
Q3 | $2.55M | Buy |
191,643
+5,920
| +3% | +$78.7K | 0.02% | 189 |
|
|
2014
Q2 | $2.62M | Buy |
185,723
+130,893
| +239% | +$1.85M | 0.02% | 190 |
|
|
2014
Q1 | $736K | Buy |
+54,830
| New | +$736K | 0.01% | 274 |
|