IAA
Independent Advisor Alliance’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
488
+11
| +2% | +$6.35K | 0.01% | 743 |
|
|
2025
Q1 | $270K | Sell |
477
-146
| -23% | -$82.6K | 0.01% | 686 |
|
|
2024
Q4 | $374K | Buy |
623
+134
| +27% | +$80.4K | 0.01% | 1048 |
|
|
2024
Q3 | $285K | Sell |
489
-101
| -17% | -$58.9K | 0.01% | 579 |
|
|
2024
Q2 | $284K | Buy |
590
+42
| +8% | +$20.2K | 0.01% | 583 |
|
|
2024
Q1 | $307K | Sell |
548
-27
| -5% | -$15.1K | 0.01% | 561 |
|
|
2023
Q4 | $325K | Buy |
575
+114
| +25% | +$64.5K | 0.01% | 531 |
|
|
2023
Q3 | $237K | Sell |
461
-17
| -4% | -$8.73K | 0.01% | 573 |
|
|
2023
Q2 | $224K | Hold |
478
| – | – | 0.01% | 592 |
|
|
2023
Q1 | $267K | Buy |
+478
| New | +$267K | 0.01% | 539 |
|
|
2022
Q4 | – | Sell |
-483
| Closed | -$204K | – | 547 |
|
|
2022
Q3 | $204K | Buy |
+483
| New | +$204K | 0.01% | 577 |
|
|
2022
Q2 | – | Sell |
-483
| Closed | -$243K | – | 671 |
|
|
2022
Q1 | $243K | Buy |
483
+6
| +1% | +$3.02K | 0.01% | 552 |
|
|
2021
Q4 | $292K | Buy |
477
+68
| +17% | +$41.6K | 0.01% | 531 |
|
|
2021
Q3 | $249K | Hold |
409
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $218K | Buy |
+409
| New | +$218K | 0.01% | 571 |
|