BerganKDV 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 |
-295
| Closed | -$11.8K | – | 1131 |
|
|
2022
Q4 | $11.8K | Hold |
295
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $9K | Hold |
295
| – | – | ﹤0.01% | 595 |
|
|
2022
Q2 | $10K | Hold |
295
| – | – | ﹤0.01% | 602 |
|
|
2022
Q1 | $11K | Hold |
295
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $15K | Hold |
295
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $16K | Hold |
295
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $16K | Hold |
295
| – | – | ﹤0.01% | 547 |
|
|
2021
Q1 | $16K | Hold |
295
| – | – | ﹤0.01% | 521 |
|
|
2020
Q4 | $19K | Hold |
295
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $15K | Hold |
295
| – | – | ﹤0.01% | 462 |
|
|
2020
Q2 | $11K | Hold |
295
| – | – | ﹤0.01% | 535 |
|
|
2020
Q1 | $9K | Hold |
295
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $14K | Buy |
295
+9
| +3% | +$427 | ﹤0.01% | 495 |
|
|
2019
Q3 | $12K | Hold |
286
| – | – | ﹤0.01% | 488 |
|
|
2019
Q2 | $11K | Buy |
+286
| New | +$11K | ﹤0.01% | 509 |
|