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 |
|