Avior Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,200
| Closed | -$688K | – | 1681 |
|
|
2022
Q4 | $688K | Sell |
17,200
-4,200
| -20% | -$168K | 0.05% | 238 |
|
|
2022
Q3 | $681K | Hold |
21,400
| – | – | 0.06% | 218 |
|
|
2022
Q2 | $701K | Sell |
21,400
-200
| -0.9% | -$6.55K | 0.07% | 204 |
|
|
2022
Q1 | $826K | Sell |
21,600
-4,336
| -17% | -$166K | 0.07% | 199 |
|
|
2021
Q4 | $1.31M | Hold |
25,936
| – | – | 0.11% | 151 |
|
|
2021
Q3 | $1.41M | Buy |
25,936
+7,636
| +42% | +$416K | 0.12% | 138 |
|
|
2021
Q2 | $998K | Buy |
18,300
+7,100
| +63% | +$387K | 0.1% | 178 |
|
|
2021
Q1 | $617K | Buy |
11,200
+6,900
| +160% | +$380K | 0.07% | 256 |
|
|
2020
Q4 | $279K | Buy |
+4,300
| New | +$279K | 0.03% | 353 |
|