AP
Appleton Partners’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,772
| Closed | -$236K | – | 211 |
|
|
2016
Q3 | $236K | Sell |
3,772
-645
| -15% | -$40.4K | 0.04% | 193 |
|
|
2016
Q2 | $249K | Sell |
4,417
-1,435
| -25% | -$80.9K | 0.05% | 191 |
|
|
2016
Q1 | $276K | Sell |
5,852
-11,703
| -67% | -$552K | 0.05% | 180 |
|
|
2015
Q4 | $1.05M | Sell |
17,555
-3,040
| -15% | -$183K | 0.21% | 101 |
|
|
2015
Q3 | $1.34M | Buy |
20,595
+7,598
| +58% | +$496K | 0.31% | 79 |
|
|
2015
Q2 | $1.04M | Buy |
12,997
+260
| +2% | +$20.7K | 0.23% | 91 |
|
|
2015
Q1 | $859K | Sell |
12,737
-860
| -6% | -$58K | 0.19% | 96 |
|
|
2014
Q4 | $827K | Buy |
13,597
+1,205
| +10% | +$73.3K | 0.19% | 93 |
|
|
2014
Q3 | $817K | Buy |
12,392
+3,472
| +39% | +$229K | 0.19% | 97 |
|
|
2014
Q2 | $618K | Buy |
+8,920
| New | +$618K | 0.14% | 105 |
|