Independent Advisor Alliance’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Hold |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $89.6K | Sell |
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|
2024
Q4 | $164K | Hold |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $146K | Hold |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $119 | Sell |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $147K | Sell |
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|
2021
Q3 | $180K | Buy |
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|
2021
Q2 | $167K | Buy |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $126K | Hold |
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|
2020
Q2 | $135K | Buy |
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|
2020
Q1 | $62K | Buy |
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|
2019
Q4 | $106K | Buy |
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|
2019
Q3 | $128K | Sell |
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|
2019
Q2 | $130K | Buy |
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