IAA
Independent Advisor Alliance’s Forian FORA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Hold |
15,215
| – | – | ﹤0.01% | 875 |
|
|
2025
Q1 | $30.4K | Hold |
15,215
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $31.3K | Sell |
15,215
-10,276
| -40% | -$21.2K | ﹤0.01% | 1340 |
|
|
2024
Q3 | $55.1K | Hold |
25,491
| – | – | ﹤0.01% | 693 |
|
|
2024
Q2 | $67.6K | Hold |
25,491
| – | – | ﹤0.01% | 686 |
|
|
2024
Q1 | $84.6K | Hold |
25,491
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $74.6K | Buy |
25,491
+3,000
| +13% | +$8.78K | ﹤0.01% | 658 |
|
|
2023
Q3 | $50.2K | Buy |
22,491
+3,936
| +21% | +$8.78K | ﹤0.01% | 633 |
|
|
2023
Q2 | $45.5K | Hold |
18,555
| – | – | ﹤0.01% | 652 |
|
|
2023
Q1 | $70.7K | Hold |
18,555
| – | – | ﹤0.01% | 641 |
|
|
2022
Q4 | $51 | Buy |
18,555
+3,340
| +22% | +$9 | ﹤0.01% | 402 |
|
|
2022
Q3 | $51K | Buy |
+15,215
| New | +$51K | ﹤0.01% | 606 |
|