Independent Advisor Alliance’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
18,618
+2,184
| +13% | +$12.3K | ﹤0.01% | 863 |
|
|
2025
Q1 | $89.6K | Sell |
16,434
-7,132
| -30% | -$38.9K | ﹤0.01% | 790 |
|
|
2024
Q4 | $164K | Hold |
23,566
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q3 | $107K | Hold |
23,566
| – | – | ﹤0.01% | 681 |
|
|
2024
Q2 | $128K | Hold |
23,566
| – | – | ﹤0.01% | 675 |
|
|
2024
Q1 | $125K | Hold |
23,566
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $128K | Sell |
23,566
-5,500
| -19% | -$29.8K | ﹤0.01% | 653 |
|
|
2023
Q3 | $146K | Hold |
29,066
| – | – | 0.01% | 623 |
|
|
2023
Q2 | $109K | Hold |
29,066
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $125K | Sell |
29,066
-182
| -0.6% | -$781 | 0.01% | 631 |
|
|
2022
Q4 | $119 | Sell |
29,248
-2,545
| -8% | -$10 | ﹤0.01% | 391 |
|
|
2022
Q3 | $81K | Buy |
31,793
+6,000
| +23% | +$15.3K | ﹤0.01% | 597 |
|
|
2022
Q2 | $71K | Buy |
25,793
+2,090
| +9% | +$5.75K | ﹤0.01% | 592 |
|
|
2022
Q1 | $164K | Sell |
23,703
-13,114
| -36% | -$90.7K | 0.01% | 621 |
|
|
2021
Q4 | $147K | Sell |
36,817
-5,455
| -13% | -$21.8K | 0.01% | 637 |
|
|
2021
Q3 | $180K | Buy |
42,272
+2,115
| +5% | +$9.01K | 0.01% | 592 |
|
|
2021
Q2 | $167K | Buy |
40,157
+2,700
| +7% | +$11.2K | 0.01% | 595 |
|
|
2021
Q1 | $132K | Buy |
37,457
+914
| +3% | +$3.22K | 0.01% | 570 |
|
|
2020
Q4 | $140K | Sell |
36,543
-4,950
| -12% | -$19K | 0.01% | 519 |
|
|
2020
Q3 | $126K | Hold |
41,493
| – | – | 0.01% | 471 |
|
|
2020
Q2 | $135K | Buy |
41,493
+16,707
| +67% | +$54.4K | 0.01% | 456 |
|
|
2020
Q1 | $62K | Buy |
24,786
+2,145
| +9% | +$5.37K | 0.01% | 397 |
|
|
2019
Q4 | $106K | Buy |
22,641
+10,482
| +86% | +$49.1K | ﹤0.01% | 860 |
|
|
2019
Q3 | $128K | Sell |
12,159
-4,215
| -26% | -$44.4K | 0.02% | 433 |
|
|
2019
Q2 | $130K | Buy |
+16,374
| New | +$130K | 0.02% | 392 |
|