Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11K | Buy |
211
+26
| +14% | +$1.36K | ﹤0.01% | 1171 |
|
|
2021
Q2 | $10K | Buy |
185
+18
| +11% | +$973 | ﹤0.01% | 1145 |
|
|
2021
Q1 | $9K | Hold |
167
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q4 | $10K | Buy |
167
+4
| +2% | +$240 | ﹤0.01% | 937 |
|
|
2020
Q3 | $8K | Buy |
163
+15
| +10% | +$736 | ﹤0.01% | 904 |
|
|
2020
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q1 | $4K | Sell |
148
-69
| -32% | -$1.87K | ﹤0.01% | 985 |
|
|
2019
Q4 | $10K | Hold |
217
| – | – | ﹤0.01% | 760 |
|
|
2019
Q3 | $9K | Buy |
+217
| New | +$9K | ﹤0.01% | 767 |
|