BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $503 | Sell |
10
-8
| -44% | -$402 | ﹤0.01% | 814 |
|
|
2023
Q1 | $774 | Hold |
18
| – | – | ﹤0.01% | 934 |
|
|
2022
Q4 | $666 | Buy |
18
+9
| +100% | +$333 | ﹤0.01% | 923 |
|
|
2022
Q3 | $0 | Sell |
9
-6
| -40% | – | ﹤0.01% | 1014 |
|
|
2022
Q2 | $1K | Buy |
15
+6
| +67% | +$400 | ﹤0.01% | 911 |
|
|
2022
Q1 | $1K | Sell |
9
-18
| -67% | -$2K | ﹤0.01% | 930 |
|
|
2021
Q4 | $3K | Buy |
27
+18
| +200% | +$2K | ﹤0.01% | 862 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 973 |
|
|
2021
Q2 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 921 |
|
|
2021
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $1K | Sell |
13
-7
| -35% | -$538 | ﹤0.01% | 869 |
|
|
2020
Q3 | $1K | Sell |
20
-42
| -68% | -$2.1K | ﹤0.01% | 817 |
|
|
2020
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 659 |
|
|
2020
Q1 | $2K | Buy |
62
+23
| +59% | +$742 | ﹤0.01% | 737 |
|
|
2019
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 772 |
|