IFP Advisors’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672 | Buy |
62
+61
| +6,100% | +$661 | ﹤0.01% | 4344 |
|
|
2025
Q1 | $4 | Hold |
1
| – | – | ﹤0.01% | 4268 |
|
|
2024
Q4 | $3 | Buy |
+1
| New | +$3 | ﹤0.01% | 4572 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3935 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3672 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3580 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3453 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3327 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3188 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3160 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3205 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3331 |
|