Icon Wealth Partners’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,484
| Closed | -$179K | – | 412 |
|
|
2023
Q2 | $179K | Sell |
3,484
-490
| -12% | -$25.2K | 0.02% | 326 |
|
|
2023
Q1 | $168K | Buy |
+3,974
| New | +$168K | 0.02% | 339 |
|
|
2022
Q2 | $298K | Sell |
4,781
-982
| -17% | -$61.2K | 0.04% | 244 |
|
|
2022
Q1 | $474K | Buy |
5,763
+454
| +9% | +$37.3K | 0.05% | 217 |
|
|
2021
Q4 | $569K | Sell |
5,309
-1,171
| -18% | -$126K | 0.06% | 202 |
|
|
2021
Q3 | $693K | Buy |
6,480
+357
| +6% | +$38.2K | 0.07% | 189 |
|
|
2021
Q2 | $774K | Sell |
6,123
-1,959
| -24% | -$248K | 0.08% | 182 |
|
|
2021
Q1 | $954K | Buy |
8,082
+1,748
| +28% | +$206K | 0.12% | 143 |
|
|
2020
Q4 | $655K | Buy |
6,334
+1,363
| +27% | +$141K | 0.1% | 145 |
|
|
2020
Q3 | $325K | Buy |
+4,971
| New | +$325K | 0.06% | 185 |
|
|
2019
Q2 | – | Sell |
-851
| Closed | -$32K | – | 442 |
|
|
2019
Q1 | $32K | Buy |
+851
| New | +$32K | 0.01% | 451 |
|
|
2018
Q3 | – | Sell |
-571
| Closed | -$16K | – | 471 |
|
|
2018
Q2 | $16K | Buy |
+571
| New | +$16K | 0.01% | 631 |
|
|
2018
Q1 | – | Sell |
-884
| Closed | -$19K | – | 472 |
|
|
2017
Q4 | $19K | Buy |
+884
| New | +$19K | 0.01% | 619 |
|