Bleichroeder LP’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-54,711
| Closed | -$3.1M | – | 124 |
|
2021
Q4 | $3.1M | Buy |
+54,711
| New | +$3.1M | 0.48% | 32 |
|
2021
Q3 | – | Sell |
-54,711
| Closed | -$2.53M | – | 109 |
|
2021
Q2 | $2.53M | Hold |
54,711
| – | – | 0.38% | 38 |
|
2021
Q1 | $2.18M | Hold |
54,711
| – | – | 0.37% | 39 |
|
2020
Q4 | $2.24M | Hold |
54,711
| – | – | 0.44% | 31 |
|
2020
Q3 | $2.06M | Hold |
54,711
| – | – | 0.37% | 37 |
|
2020
Q2 | $1.67M | Sell |
54,711
-40,236
| -42% | -$1.23M | 0.3% | 40 |
|
2020
Q1 | $2.43M | Sell |
94,947
-14,476
| -13% | -$370K | 0.63% | 28 |
|
2019
Q4 | $4.61M | Buy |
+109,423
| New | +$4.61M | 0.73% | 21 |
|