Gideon Capital Advisors’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,021
| Closed | -$758K | – | 92 |
|
|
2019
Q4 | $758K | Buy |
+17,021
| New | +$758K | 0.26% | 134 |
|
|
2019
Q3 | – | Sell |
-56,821
| Closed | -$2.21M | – | 340 |
|
|
2019
Q2 | $2.21M | Buy |
56,821
+25,873
| +84% | +$1.01M | 0.76% | 27 |
|
|
2019
Q1 | $1.16M | Buy |
+30,948
| New | +$1.16M | 0.42% | 62 |
|
|
2018
Q1 | – | Sell |
-22,824
| Closed | -$499K | – | 399 |
|
|
2017
Q4 | $499K | Buy |
+22,824
| New | +$499K | 0.44% | 56 |
|
|
2017
Q2 | – | Sell |
-19,774
| Closed | -$261K | – | 325 |
|
|
2017
Q1 | $261K | Sell |
19,774
-13,328
| -40% | -$176K | 0.16% | 296 |
|
|
2016
Q4 | $384K | Buy |
+33,102
| New | +$384K | 0.25% | 157 |
|
|
2015
Q1 | – | Sell |
-31,385
| Closed | -$341K | – | 262 |
|
|
2014
Q4 | $341K | Buy |
+31,385
| New | +$341K | 0.16% | 154 |
|