IAA
Independent Advisor Alliance’s Snap SNAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $140K | Sell |
16,090
-2,812
| -15% | -$24.4K | ﹤0.01% | 858 |
|
2025
Q1 | $165K | Sell |
18,902
-1,203
| -6% | -$10.5K | 0.01% | 774 |
|
2024
Q4 | $217K | Buy |
20,105
+3,267
| +19% | +$35.2K | ﹤0.01% | 1265 |
|
2024
Q3 | $180K | Sell |
16,838
-740
| -4% | -$7.92K | 0.01% | 670 |
|
2024
Q2 | $292K | Buy |
17,578
+472
| +3% | +$7.84K | 0.01% | 579 |
|
2024
Q1 | $196K | Buy |
17,106
+540
| +3% | +$6.2K | 0.01% | 660 |
|
2023
Q4 | $280K | Sell |
16,566
-892
| -5% | -$15.1K | 0.01% | 562 |
|
2023
Q3 | $156K | Sell |
17,458
-4
| -0% | -$36 | 0.01% | 621 |
|
2023
Q2 | $207K | Buy |
17,462
+2,085
| +14% | +$24.7K | 0.01% | 612 |
|
2023
Q1 | $172K | Buy |
15,377
+2,216
| +17% | +$24.8K | 0.01% | 625 |
|
2022
Q4 | $118 | Sell |
13,161
-1,000
| -7% | -$9 | ﹤0.01% | 392 |
|
2022
Q3 | $139K | Buy |
14,161
+465
| +3% | +$4.56K | 0.01% | 588 |
|
2022
Q2 | $180K | Sell |
13,696
-8,708
| -39% | -$114K | 0.01% | 576 |
|
2022
Q1 | $806K | Buy |
22,404
+7,055
| +46% | +$254K | 0.04% | 315 |
|
2021
Q4 | $722K | Buy |
15,349
+4,839
| +46% | +$228K | 0.04% | 321 |
|
2021
Q3 | $776K | Buy |
10,510
+490
| +5% | +$36.2K | 0.04% | 299 |
|
2021
Q2 | $683K | Sell |
10,020
-370
| -4% | -$25.2K | 0.04% | 321 |
|
2021
Q1 | $543K | Buy |
10,390
+2,111
| +25% | +$110K | 0.03% | 353 |
|
2020
Q4 | $415K | Sell |
8,279
-506
| -6% | -$25.4K | 0.03% | 377 |
|
2020
Q3 | $229K | Sell |
8,785
-1,550
| -15% | -$40.4K | 0.02% | 432 |
|
2020
Q2 | $243K | Buy |
+10,335
| New | +$243K | 0.03% | 396 |
|
2020
Q1 | – | Sell |
-46,580
| Closed | -$761K | – | 780 |
|
2019
Q4 | $761K | Buy |
46,580
+6,085
| +15% | +$99.4K | 0.03% | 436 |
|
2019
Q3 | $640K | Sell |
40,495
-3,830
| -9% | -$60.5K | 0.08% | 215 |
|
2019
Q2 | $634K | Buy |
44,325
+8,200
| +23% | +$117K | 0.09% | 190 |
|
2019
Q1 | $398K | Sell |
36,125
-2,595
| -7% | -$28.6K | 0.06% | 259 |
|
2018
Q4 | $213K | Sell |
38,720
-38,815
| -50% | -$214K | 0.04% | 356 |
|
2018
Q3 | $648K | Sell |
77,535
-6,300
| -8% | -$52.7K | 0.12% | 160 |
|
2018
Q2 | $1.1M | Buy |
83,835
+5,310
| +7% | +$69.5K | 0.23% | 98 |
|
2018
Q1 | $1.14M | Buy |
78,525
+27,275
| +53% | +$394K | 0.25% | 94 |
|
2017
Q4 | $721K | Buy |
51,250
+39,215
| +326% | +$552K | 0.16% | 145 |
|
2017
Q3 | $177K | Sell |
12,035
-4,600
| -28% | -$67.7K | 0.05% | 251 |
|
2017
Q2 | $283K | Buy |
+16,635
| New | +$283K | 0.09% | 195 |
|