Heritage Wealth Management (Arizona)’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $110K | Buy |
3,023
+1,521
| +101% | +$55.4K | 0.02% | 399 |
|
|
2022
Q3 | $68K | Sell |
1,502
-3
| -0.2% | -$136 | 0.02% | 366 |
|
|
2022
Q2 | $93.8K | Sell |
1,505
-19
| -1% | -$1.18K | 0.03% | 343 |
|
|
2022
Q1 | $125K | Buy |
+1,524
| New | +$125K | 0.03% | 339 |
|
|
2021
Q3 | $171K | Buy |
1,596
+47
| +3% | +$5.04K | 0.06% | 241 |
|
|
2021
Q2 | $196K | Sell |
1,549
-481
| -24% | -$60.9K | 0.07% | 228 |
|
|
2021
Q1 | $240K | Buy |
+2,030
| New | +$240K | 0.14% | 138 |
|