Capital Advisors Ltd’s IAC Inc IAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Sell
308
-67
-18% -$2.61K ﹤0.01% 743
2025
Q1
$14K Hold
375
﹤0.01% 693
2024
Q4
$13K Hold
375
﹤0.01% 721
2024
Q3
$17K Hold
375
﹤0.01% 633
2024
Q2
$14K Hold
375
﹤0.01% 671
2024
Q1
$16K Hold
375
﹤0.01% 625
2023
Q4
$16K Hold
375
﹤0.01% 596
2023
Q3
$16K Hold
375
﹤0.01% 594
2023
Q2
$19K Buy
+375
New +$19K ﹤0.01% 582
2023
Q1
Sell
-375
Closed 1359
2022
Q4
$0 Buy
+375
New ﹤0.01% 1398