Insight Wealth Strategies’s IAC Inc IAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,029
Closed -$432K 161
2021
Q4
$432K Buy
4,029
+266
+7% +$28.5K 0.06% 124
2021
Q3
$402K Buy
3,763
+786
+26% +$84K 0.06% 149
2021
Q2
$376K Sell
2,977
-2,173
-42% -$274K 0.05% 149
2021
Q1
$608K Buy
5,150
+236
+5% +$27.9K 0.08% 133
2020
Q4
$508K Buy
4,914
+229
+5% +$23.7K 0.09% 114
2020
Q3
$306K Sell
4,685
-4,066
-46% -$266K 0.06% 143
2020
Q2
$506K Buy
8,751
+1,522
+21% +$88K 0.11% 84
2020
Q1
$232K Sell
7,229
-12,327
-63% -$396K 0.06% 132
2019
Q4
$871K Buy
19,556
+755
+4% +$33.6K 0.18% 89
2019
Q3
$732K Buy
18,801
+5,624
+43% +$219K 0.17% 90
2019
Q2
$512K Buy
+13,177
New +$512K 0.13% 104