Bridgeway 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,100
| Closed | -$401K | – | 1410 |
|
|
2020
Q2 | $401K | Sell |
13,100
-11,664
| -47% | -$357K | 0.01% | 934 |
|
|
2020
Q1 | $633K | Sell |
24,764
-20,736
| -46% | -$530K | 0.01% | 682 |
|
|
2019
Q4 | $1.92M | Sell |
45,500
-1,600
| -3% | -$67.3K | 0.03% | 574 |
|
|
2019
Q3 | $1.82M | Sell |
47,100
-1,800
| -4% | -$69.5K | 0.03% | 552 |
|
|
2019
Q2 | $1.89M | Sell |
48,900
-1,900
| -4% | -$73.6K | 0.02% | 546 |
|
|
2019
Q1 | $1.79M | Sell |
50,800
-8,120
| -14% | -$286K | 0.02% | 571 |
|
|
2018
Q4 | $2.07M | Sell |
58,920
-323
| -0.5% | -$11.4K | 0.03% | 493 |
|
|
2018
Q3 | $2.13M | Hold |
59,243
| – | – | 0.02% | 610 |
|
|
2018
Q2 | $1.97M | Hold |
59,243
| – | – | 0.02% | 639 |
|
|
2018
Q1 | $2.11M | Sell |
59,243
-8,000
| -12% | -$285K | 0.02% | 570 |
|
|
2017
Q4 | $1.85M | Sell |
67,243
-2,700
| -4% | -$74.1K | 0.02% | 625 |
|
|
2017
Q3 | $1.77M | Sell |
69,943
-7,300
| -9% | -$184K | 0.02% | 636 |
|
|
2017
Q2 | $1.58M | Sell |
77,243
-13,247
| -15% | -$271K | 0.02% | 661 |
|
|
2017
Q1 | $1.68M | Hold |
90,490
| – | – | 0.02% | 627 |
|
|
2016
Q4 | $1.77M | Sell |
90,490
-5,000
| -5% | -$97.7K | 0.02% | 613 |
|
|
2016
Q3 | $1.64M | Hold |
95,490
| – | – | 0.02% | 604 |
|
|
2016
Q2 | $1.72M | Sell |
95,490
-11,250
| -11% | -$202K | 0.03% | 587 |
|
|
2016
Q1 | $1.7M | Sell |
106,740
-5,000
| -4% | -$79.6K | 0.03% | 570 |
|
|
2015
Q4 | $1.55M | Hold |
111,740
| – | – | 0.03% | 572 |
|
|
2015
Q3 | $1.45M | Hold |
111,740
| – | – | 0.03% | 589 |
|
|
2015
Q2 | $1.47M | Hold |
111,740
| – | – | 0.03% | 629 |
|
|
2015
Q1 | $1.52M | Buy |
111,740
+5,000
| +5% | +$68K | 0.03% | 624 |
|
|
2014
Q4 | $1.49M | Hold |
106,740
| – | – | 0.03% | 624 |
|
|
2014
Q3 | $1.42M | Hold |
106,740
| – | – | 0.04% | 614 |
|
|
2014
Q2 | $1.51M | Hold |
106,740
| – | – | 0.04% | 606 |
|
|
2014
Q1 | $1.43M | Sell |
106,740
-300
| -0.3% | -$4.03K | 0.04% | 616 |
|
|
2013
Q4 | $1.44M | Buy |
107,040
+300
| +0.3% | +$4.05K | 0.04% | 605 |
|
|
2013
Q3 | $1.52M | Buy |
106,740
+25,000
| +31% | +$357K | 0.05% | 535 |
|
|
2013
Q2 | $966K | Buy |
+81,740
| New | +$966K | 0.04% | 645 |
|