IAA
Independent Advisor Alliance’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-63,282
| Closed | -$363K | – | 488 |
|
|
2022
Q3 | $363K | Hold |
63,282
| – | – | 0.02% | 441 |
|
|
2022
Q2 | $468K | Sell |
63,282
-307,270
| -83% | -$2.27M | 0.03% | 382 |
|
|
2022
Q1 | $3.39M | Hold |
370,552
| – | – | 0.16% | 121 |
|
|
2021
Q4 | $4.03M | Buy |
370,552
+450
| +0.1% | +$4.89K | 0.2% | 98 |
|
|
2021
Q3 | $4.15M | Hold |
370,102
| – | – | 0.23% | 92 |
|
|
2021
Q2 | $4.66M | Sell |
370,102
-122,654
| -25% | -$1.54M | 0.26% | 96 |
|
|
2021
Q1 | $6.5M | Sell |
492,756
-12,219
| -2% | -$161K | 0.39% | 68 |
|
|
2020
Q4 | $6.03M | Sell |
504,975
-12,354
| -2% | -$148K | 0.41% | 66 |
|
|
2020
Q3 | $5.63M | Buy |
517,329
+492,546
| +1,987% | +$5.36M | 0.43% | 63 |
|
|
2020
Q2 | $230K | Buy |
+24,783
| New | +$230K | 0.02% | 411 |
|