IAA
Independent Advisor Alliance’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
17,393
+703
| +4% | +$171K | 0.12% | 138 |
|
|
2025
Q1 | $4.05M | Sell |
16,690
-6,944
| -29% | -$1.68M | 0.13% | 138 |
|
|
2024
Q4 | $5.34M | Buy |
23,634
+798
| +3% | +$180K | 0.07% | 256 |
|
|
2024
Q3 | $4.91M | Buy |
22,836
+1
| +0% | +$215 | 0.18% | 99 |
|
|
2024
Q2 | $4.5M | Sell |
22,835
-5,803
| -20% | -$1.14M | 0.15% | 114 |
|
|
2024
Q1 | $5.87M | Sell |
28,638
-4,568
| -14% | -$936K | 0.21% | 86 |
|
|
2023
Q4 | $6.83M | Sell |
33,206
-3,000
| -8% | -$617K | 0.25% | 76 |
|
|
2023
Q3 | $6.48M | Sell |
36,206
-7,860
| -18% | -$1.41M | 0.29% | 64 |
|
|
2023
Q2 | $7.3M | Buy |
44,066
+43
| +0.1% | +$7.12K | 0.32% | 64 |
|
|
2023
Q1 | $6.45M | Hold |
44,023
| – | – | 0.31% | 69 |
|
|
2022
Q4 | $5.91K | Sell |
44,023
-2
| -0% | – | ﹤0.01% | 186 |
|
|
2022
Q3 | $6.35M | Buy |
44,025
+3
| +0% | +$433 | 0.37% | 66 |
|
|
2022
Q2 | $6.28M | Sell |
44,022
-54
| -0.1% | -$7.7K | 0.35% | 67 |
|
|
2022
Q1 | $6.86M | Sell |
44,076
-59
| -0.1% | -$9.19K | 0.33% | 67 |
|
|
2021
Q4 | $8.07M | Sell |
44,135
-42
| -0.1% | -$7.68K | 0.4% | 65 |
|
|
2021
Q3 | $7.36M | Buy |
44,177
+50
| +0.1% | +$8.33K | 0.41% | 68 |
|
|
2021
Q2 | $7.13M | Sell |
44,127
-4,377
| -9% | -$707K | 0.39% | 69 |
|
|
2021
Q1 | $7.43M | Buy |
48,504
+7,828
| +19% | +$1.2M | 0.44% | 65 |
|
|
2020
Q4 | $6.23M | Buy |
40,676
+70
| +0.2% | +$10.7K | 0.42% | 64 |
|
|
2020
Q3 | $5.36M | Buy |
+40,606
| New | +$5.36M | 0.41% | 70 |
|