Dimensional Fund Advisors’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 |
-235,590
| Closed | -$13.4M | – | 3629 |
|
|
2021
Q4 | $13.4M | Sell |
235,590
-18,435
| -7% | -$1.04M | ﹤0.01% | 2190 |
|
|
2021
Q3 | $12.6M | Sell |
254,025
-882
| -0.3% | -$43.7K | ﹤0.01% | 2219 |
|
|
2021
Q2 | $11.8M | Buy |
254,907
+4,247
| +2% | +$197K | ﹤0.01% | 2283 |
|
|
2021
Q1 | $9.99M | Sell |
250,660
-4,459
| -2% | -$178K | ﹤0.01% | 2325 |
|
|
2020
Q4 | $10.5M | Buy |
255,119
+688
| +0.3% | +$28.2K | ﹤0.01% | 2268 |
|
|
2020
Q3 | $9.6M | Buy |
254,431
+2,196
| +0.9% | +$82.8K | ﹤0.01% | 2213 |
|
|
2020
Q2 | $7.72M | Buy |
252,235
+10,570
| +4% | +$323K | ﹤0.01% | 2303 |
|
|
2020
Q1 | $6.18M | Buy |
241,665
+1,148
| +0.5% | +$29.3K | ﹤0.01% | 2323 |
|
|
2019
Q4 | $10.1M | Sell |
240,517
-324
| -0.1% | -$13.6K | ﹤0.01% | 2343 |
|
|
2019
Q3 | $9.29M | Buy |
240,841
+5,026
| +2% | +$194K | ﹤0.01% | 2369 |
|
|
2019
Q2 | $9.13M | Buy |
235,815
+2,387
| +1% | +$92.4K | ﹤0.01% | 2427 |
|
|
2019
Q1 | $8.23M | Buy |
233,428
+9,801
| +4% | +$346K | ﹤0.01% | 2474 |
|
|
2018
Q4 | $7.87M | Buy |
223,627
+10,474
| +5% | +$369K | ﹤0.01% | 2447 |
|
|
2018
Q3 | $7.65M | Buy |
213,153
+23,623
| +12% | +$848K | ﹤0.01% | 2532 |
|
|
2018
Q2 | $6.3M | Buy |
189,530
+31,695
| +20% | +$1.05M | ﹤0.01% | 2590 |
|
|
2018
Q1 | $5.63M | Buy |
157,835
+24,751
| +19% | +$882K | ﹤0.01% | 2596 |
|
|
2017
Q4 | $3.65M | Buy |
133,084
+19,186
| +17% | +$527K | ﹤0.01% | 2715 |
|
|
2017
Q3 | $2.88M | Sell |
113,898
-876,963
| -89% | -$22.1M | ﹤0.01% | 2769 |
|
|
2017
Q2 | $20.3M | Buy |
990,861
+11,259
| +1% | +$230K | 0.01% | 2018 |
|
|
2017
Q1 | $18.2M | Buy |
979,602
+8,963
| +0.9% | +$167K | 0.01% | 2043 |
|
|
2016
Q4 | $19M | Sell |
970,639
-69
| -0% | -$1.35K | 0.01% | 2017 |
|
|
2016
Q3 | $16.7M | Buy |
970,708
+2,377
| +0.2% | +$40.8K | 0.01% | 2032 |
|
|
2016
Q2 | $17.4M | Buy |
968,331
+2,285
| +0.2% | +$41.1K | 0.01% | 1955 |
|
|
2016
Q1 | $15.4M | Buy |
966,046
+2,381
| +0.2% | +$37.9K | 0.01% | 1987 |
|
|
2015
Q4 | $13.3M | Buy |
963,665
+3,619
| +0.4% | +$50.1K | 0.01% | 2066 |
|
|
2015
Q3 | $12.4M | Sell |
960,046
-936
| -0.1% | -$12.1K | 0.01% | 2089 |
|
|
2015
Q2 | $12.7M | Sell |
960,982
-1,230
| -0.1% | -$16.2K | 0.01% | 2144 |
|
|
2015
Q1 | $13.1M | Sell |
962,212
-292
| -0% | -$3.97K | 0.01% | 2100 |
|
|
2014
Q4 | $13.4M | Buy |
962,504
+8,715
| +0.9% | +$122K | 0.01% | 2070 |
|
|
2014
Q3 | $12.7M | Sell |
953,789
-5,412
| -0.6% | -$71.9K | 0.01% | 2021 |
|
|
2014
Q2 | $13.6M | Sell |
959,201
-3,927
| -0.4% | -$55.5K | 0.01% | 2005 |
|
|
2014
Q1 | $12.9M | Buy |
963,128
+569
| +0.1% | +$7.64K | 0.01% | 1972 |
|
|
2013
Q4 | $13M | Sell |
962,559
-1,030
| -0.1% | -$13.9K | 0.01% | 1956 |
|
|
2013
Q3 | $13.8M | Sell |
963,589
-20
| -0% | -$286 | 0.01% | 1816 |
|
|
2013
Q2 | $11.4M | Buy |
+963,609
| New | +$11.4M | 0.01% | 1893 |
|