Carson Wealth (CWM LLC)’s IAA, Inc. Common Stock IAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150,878
| Closed | -$6.04M | – | 4458 |
|
|
2022
Q4 | $6.04M | Sell |
150,878
-25,383
| -14% | -$1.02M | 0.04% | 273 |
|
|
2022
Q3 | $5.61M | Sell |
176,261
-6,819
| -4% | -$217K | 0.04% | 266 |
|
|
2022
Q2 | $6M | Buy |
183,080
+70,305
| +62% | +$2.3M | 0.05% | 265 |
|
|
2022
Q1 | $4.31M | Sell |
112,775
-16,031
| -12% | -$613K | 0.03% | 315 |
|
|
2021
Q4 | $6.52M | Buy |
+128,806
| New | +$6.52M | 0.05% | 269 |
|
|
2021
Q2 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2021
Q1 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2020
Q4 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2020
Q3 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2020
Q2 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2020
Q1 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2019
Q4 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2019
Q3 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2019
Q2 | $7.3M | Hold |
133,895
| – | – | 0.06% | 242 |
|
|
2019
Q1 | $7.3M | Buy |
+133,895
| New | +$7.3M | 0.06% | 242 |
|