Altium Wealth Management’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,205
| Closed | -$408K | – | 405 |
|
|
2021
Q4 | $408K | Hold |
7,205
| – | – | 0.03% | 285 |
|
|
2021
Q3 | $357K | Hold |
7,205
| – | – | 0.03% | 292 |
|
|
2021
Q2 | $334K | Hold |
7,205
| – | – | 0.02% | 294 |
|
|
2021
Q1 | $287K | Hold |
7,205
| – | – | 0.02% | 306 |
|
|
2020
Q4 | $295K | Hold |
7,205
| – | – | 0.03% | 286 |
|
|
2020
Q3 | $272K | Hold |
7,205
| – | – | 0.03% | 280 |
|
|
2020
Q2 | $220K | Buy |
+7,205
| New | +$220K | 0.02% | 297 |
|
|
2020
Q1 | – | Sell |
-11,186
| Closed | -$471K | – | 370 |
|
|
2019
Q4 | $471K | Buy |
+11,186
| New | +$471K | 0.06% | 172 |
|