DFA
Delta Financial Advisors’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,164
| Closed | -$222K | – | 115 |
|
|
2024
Q1 | $222K | Sell |
4,164
-107
| -3% | -$5.71K | 0.09% | 115 |
|
|
2023
Q4 | $224K | Sell |
4,271
-1,875
| -31% | -$98.2K | 0.1% | 112 |
|
|
2023
Q3 | $310K | Hold |
6,146
| – | – | 0.14% | 105 |
|
|
2023
Q2 | $386K | Buy |
6,146
+1,500
| +32% | +$94.2K | 0.17% | 99 |
|
|
2023
Q1 | $240K | Hold |
4,646
| – | – | 0.12% | 108 |
|
|
2022
Q4 | $206K | Sell |
4,646
-16
| -0.3% | -$710 | 0.1% | 109 |
|
|
2022
Q3 | $258K | Hold |
4,662
| – | – | 0.14% | 106 |
|
|
2022
Q2 | $354K | Hold |
4,662
| – | – | 0.18% | 100 |
|
|
2022
Q1 | $468K | Hold |
4,662
| – | – | 0.2% | 96 |
|
|
2021
Q4 | $609K | Hold |
4,662
| – | – | 0.25% | 88 |
|
|
2021
Q3 | $607K | Hold |
4,662
| – | – | 0.27% | 88 |
|
|
2021
Q2 | $719K | Hold |
4,662
| – | – | 0.32% | 85 |
|
|
2021
Q1 | $1.01M | Sell |
4,662
-100
| -2% | -$21.6K | 0.47% | 72 |
|
|
2020
Q4 | $902K | Hold |
4,762
| – | – | 0.45% | 73 |
|
|
2020
Q3 | $570K | Sell |
4,762
-42
| -0.9% | -$5.03K | 0.32% | 85 |
|
|
2020
Q2 | $1.55M | Sell |
4,804
-150
| -3% | -$48.5K | 0.92% | 43 |
|
|
2020
Q1 | $888K | Hold |
4,954
| – | – | 0.61% | 64 |
|
|
2019
Q4 | $1.23M | Hold |
4,954
| – | – | 0.48% | 68 |
|
|
2019
Q3 | $1.08M | Hold |
4,954
| – | – | 0.44% | 76 |
|
|
2019
Q2 | $1.08M | Buy |
+4,954
| New | +$1.08M | 0.45% | 71 |
|