Avitas Wealth Management’s IAC Inc IAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-22,821
Closed -$2.36M 215
2020
Q4
$2.36M Buy
+22,821
New +$2.36M 0.48% 88
2020
Q1
Sell
-23,490
Closed -$1.05M 147
2019
Q4
$1.05M Sell
23,490
-39
-0.2% -$1.74K 0.27% 107
2019
Q3
$917K Buy
23,529
+107
+0.5% +$4.17K 0.25% 108
2019
Q2
$911K Sell
23,422
-633
-3% -$24.6K 0.25% 111
2019
Q1
$903K Buy
24,055
+5,210
+28% +$196K 0.26% 104
2018
Q4
$616K Buy
+18,845
New +$616K 0.2% 118