Charles Schwab’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 |
-42,087
| Closed | -$2.39M | – | 3691 |
|
|
2021
Q4 | $2.39M | Buy |
42,087
+560
| +1% | +$31.7K | ﹤0.01% | 2642 |
|
|
2021
Q3 | $2.06M | Sell |
41,527
-8,372
| -17% | -$415K | ﹤0.01% | 2698 |
|
|
2021
Q2 | $2.31M | Buy |
49,899
+757
| +2% | +$35.1K | ﹤0.01% | 2666 |
|
|
2021
Q1 | $1.96M | Buy |
49,142
+1,101
| +2% | +$43.9K | ﹤0.01% | 2666 |
|
|
2020
Q4 | $1.97M | Buy |
48,041
+829
| +2% | +$34K | ﹤0.01% | 2590 |
|
|
2020
Q3 | $1.78M | Buy |
47,212
+14,302
| +43% | +$540K | ﹤0.01% | 2528 |
|
|
2020
Q2 | $1.01M | Buy |
32,910
+1,391
| +4% | +$42.6K | ﹤0.01% | 2626 |
|
|
2020
Q1 | $806K | Sell |
31,519
-135
| -0.4% | -$3.45K | ﹤0.01% | 2544 |
|
|
2019
Q4 | $1.33M | Buy |
31,654
+968
| +3% | +$40.7K | ﹤0.01% | 2519 |
|
|
2019
Q3 | $1.19M | Buy |
30,686
+18,056
| +143% | +$697K | ﹤0.01% | 2521 |
|
|
2019
Q2 | $490K | Buy |
12,630
+1,036
| +9% | +$40.2K | ﹤0.01% | 2820 |
|
|
2019
Q1 | $409K | Sell |
11,594
-696
| -6% | -$24.6K | ﹤0.01% | 2833 |
|
|
2018
Q4 | $433K | Buy |
12,290
+2,060
| +20% | +$72.6K | ﹤0.01% | 2822 |
|
|
2018
Q3 | $368K | Buy |
10,230
+800
| +8% | +$28.8K | ﹤0.01% | 2947 |
|
|
2018
Q2 | $314K | Sell |
9,430
-4,788
| -34% | -$159K | ﹤0.01% | 2945 |
|
|
2018
Q1 | $507K | Hold |
14,218
| – | – | ﹤0.01% | 2726 |
|
|
2017
Q4 | $391K | Hold |
14,218
| – | – | ﹤0.01% | 2796 |
|
|
2017
Q3 | $360K | Hold |
14,218
| – | – | ﹤0.01% | 2812 |
|
|
2017
Q2 | $291K | Hold |
14,218
| – | – | ﹤0.01% | 2885 |
|
|
2017
Q1 | $265K | Hold |
14,218
| – | – | ﹤0.01% | 2863 |
|
|
2016
Q4 | $278K | Hold |
14,218
| – | – | ﹤0.01% | 2869 |
|
|
2016
Q3 | $245K | Hold |
14,218
| – | – | ﹤0.01% | 2855 |
|
|
2016
Q2 | $256K | Hold |
14,218
| – | – | ﹤0.01% | 2844 |
|
|
2016
Q1 | $227K | Hold |
14,218
| – | – | ﹤0.01% | 2857 |
|
|
2015
Q4 | $197K | Hold |
14,218
| – | – | ﹤0.01% | 2963 |
|
|
2015
Q3 | $185K | Hold |
14,218
| – | – | ﹤0.01% | 2969 |
|
|
2015
Q2 | $188K | Hold |
14,218
| – | – | ﹤0.01% | 2987 |
|
|
2015
Q1 | $194K | Hold |
14,218
| – | – | ﹤0.01% | 2953 |
|
|
2014
Q4 | $199K | Hold |
14,218
| – | – | ﹤0.01% | 2984 |
|
|
2014
Q3 | $189K | Hold |
14,218
| – | – | ﹤0.01% | 2967 |
|
|
2014
Q2 | $201K | Hold |
14,218
| – | – | ﹤0.01% | 2997 |
|
|
2014
Q1 | $191K | Hold |
14,218
| – | – | ﹤0.01% | 2955 |
|
|
2013
Q4 | $192K | Hold |
14,218
| – | – | ﹤0.01% | 2962 |
|
|
2013
Q3 | $203K | Hold |
14,218
| – | – | ﹤0.01% | 2913 |
|
|
2013
Q2 | $169K | Buy |
+14,218
| New | +$169K | ﹤0.01% | 2963 |
|