CWM
Circle Wealth Management’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-850
| Closed | -$275K | – | 200 |
|
|
2020
Q2 | $275K | Sell |
850
-550
| -39% | -$178K | 0.05% | 157 |
|
|
2020
Q1 | $251K | Sell |
1,400
-200
| -13% | -$35.9K | 0.05% | 162 |
|
|
2019
Q4 | $399K | Hold |
1,600
| – | – | 0.07% | 121 |
|
|
2019
Q3 | $349K | Hold |
1,600
| – | – | 0.07% | 123 |
|
|
2019
Q2 | $348K | Hold |
1,600
| – | – | 0.08% | 116 |
|
|
2019
Q1 | $336K | Buy |
+1,600
| New | +$336K | 0.08% | 116 |
|