Envestnet Asset Management’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 |
-153,503
| Closed | -$6.14M | – | 4167 |
|
|
2022
Q4 | $6.14M | Buy |
153,503
+5,082
| +3% | +$203K | ﹤0.01% | 1483 |
|
|
2022
Q3 | $4.73M | Sell |
148,421
-45,618
| -24% | -$1.45M | ﹤0.01% | 1545 |
|
|
2022
Q2 | $6.36M | Buy |
194,039
+83,963
| +76% | +$2.75M | ﹤0.01% | 1385 |
|
|
2022
Q1 | $4.21M | Sell |
110,076
-21,264
| -16% | -$813K | ﹤0.01% | 1704 |
|
|
2021
Q4 | $6.65M | Sell |
131,340
-3,281
| -2% | -$166K | ﹤0.01% | 1425 |
|
|
2021
Q3 | $7.35M | Buy |
134,621
+680
| +0.5% | +$37.1K | ﹤0.01% | 1311 |
|
|
2021
Q2 | $7.31M | Buy |
133,941
+33,307
| +33% | +$1.82M | ﹤0.01% | 1302 |
|
|
2021
Q1 | $5.55M | Buy |
100,634
+8,127
| +9% | +$448K | ﹤0.01% | 1356 |
|
|
2020
Q4 | $6.01M | Sell |
92,507
-5,785
| -6% | -$376K | ﹤0.01% | 1184 |
|
|
2020
Q3 | $5.12M | Buy |
98,292
+18
| +0% | +$937 | ﹤0.01% | 1157 |
|
|
2020
Q2 | $3.79M | Sell |
98,274
-11,337
| -10% | -$437K | ﹤0.01% | 1256 |
|
|
2020
Q1 | $3.28M | Sell |
109,611
-20,111
| -16% | -$603K | ﹤0.01% | 1199 |
|
|
2019
Q4 | $6.11M | Sell |
129,722
-160
| -0.1% | -$7.53K | 0.01% | 1023 |
|
|
2019
Q3 | $5.42M | Sell |
129,882
-17,794
| -12% | -$743K | 0.01% | 1022 |
|
|
2019
Q2 | $5.73M | Buy |
+147,676
| New | +$5.73M | 0.01% | 981 |
|