D.B. Root & Company’s IAA, Inc. Common Stock IAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,438
| Closed | -$458K | – | 170 |
|
|
2022
Q4 | $458K | Hold |
11,438
| – | – | 0.19% | 107 |
|
|
2022
Q3 | $364K | Sell |
11,438
-228
| -2% | -$7.26K | 0.17% | 118 |
|
|
2022
Q2 | $382K | Hold |
11,666
| – | – | 0.16% | 123 |
|
|
2022
Q1 | $446K | Buy |
11,666
+228
| +2% | +$8.72K | 0.17% | 128 |
|
|
2021
Q4 | $578K | Buy |
11,438
+200
| +2% | +$10.1K | 0.21% | 118 |
|
|
2021
Q3 | $613K | Sell |
11,238
-2,300
| -17% | -$125K | 0.24% | 108 |
|
|
2021
Q2 | $738K | Buy |
13,538
+965
| +8% | +$52.6K | 0.28% | 100 |
|
|
2021
Q1 | $693K | Buy |
12,573
+500
| +4% | +$27.6K | 0.27% | 100 |
|
|
2020
Q4 | $784K | Buy |
12,073
+1,035
| +9% | +$67.2K | 0.31% | 82 |
|
|
2020
Q3 | $574K | Sell |
11,038
-250
| -2% | -$13K | 0.23% | 119 |
|
|
2020
Q2 | $435K | Buy |
11,288
+750
| +7% | +$28.9K | 0.19% | 127 |
|
|
2020
Q1 | $315K | Sell |
10,538
-1,827
| -15% | -$54.6K | 0.16% | 149 |
|
|
2019
Q4 | $581K | Buy |
12,365
+4,289
| +53% | +$202K | 0.26% | 111 |
|
|
2019
Q3 | $337K | Buy |
+8,076
| New | +$337K | 0.16% | 158 |
|