Copeland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-573
| Closed | -$27K | – | 282 |
|
|
2021
Q2 | $27K | Buy |
573
+2
| +0.4% | +$94 | ﹤0.01% | 191 |
|
|
2021
Q1 | $23K | Buy |
571
+43
| +8% | +$1.73K | ﹤0.01% | 202 |
|
|
2020
Q4 | $22K | Buy |
528
+4
| +0.8% | +$167 | ﹤0.01% | 188 |
|
|
2020
Q3 | $20K | Hold |
524
| – | – | ﹤0.01% | 167 |
|
|
2020
Q2 | $16K | Buy |
524
+19
| +4% | +$580 | ﹤0.01% | 182 |
|
|
2020
Q1 | $13K | Buy |
505
+99
| +24% | +$2.55K | ﹤0.01% | 188 |
|
|
2019
Q4 | $17K | Hold |
406
| – | – | ﹤0.01% | 192 |
|
|
2019
Q3 | $16K | Hold |
406
| – | – | ﹤0.01% | 191 |
|
|
2019
Q2 | $16K | Buy |
406
+21
| +5% | +$828 | ﹤0.01% | 189 |
|
|
2019
Q1 | $14K | Buy |
385
+13
| +3% | +$473 | ﹤0.01% | 191 |
|
|
2018
Q4 | $13K | Buy |
+372
| New | +$13K | ﹤0.01% | 176 |
|