Bourgeon Capital Management’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
-6,520
Closed -$370K 319
2021
Q4
$370K Sell
6,520
-8,850
-58% -$502K 0.08% 84
2021
Q3
$762K Hold
15,370
0.16% 69
2021
Q2
$712K Hold
15,370
0.15% 79
2021
Q1
$612K Buy
+15,370
New +$612K 0.14% 82