Financial Synergies Wealth Advisors’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28
| Closed | -$1.23K | – | 237 |
|
|
2024
Q1 | $1.23K | Sell |
28
-5
| -15% | -$219 | ﹤0.01% | 378 |
|
|
2023
Q4 | $1.2K | Buy |
33
+5
| +18% | +$182 | ﹤0.01% | 307 |
|
|
2023
Q3 | $1.16K | Hold |
28
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $1.45K | Sell |
28
-5
| -15% | -$258 | ﹤0.01% | 325 |
|
|
2023
Q1 | $1.39K | Hold |
33
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $1.2K | Buy |
+33
| New | +$1.2K | ﹤0.01% | 307 |
|