IAIM
International Assets Investment Management’s FiscalNote NOTE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $85.2K | Buy |
158,835
+32,000
| +25% | +$17.2K | 0.01% | 811 |
|
2025
Q1 | $102K | Sell |
126,835
-10,950
| -8% | -$8.85K | 0.01% | 749 |
|
2024
Q4 | $143K | Buy |
137,785
+3,129
| +2% | +$3.25K | 0.01% | 773 |
|
2024
Q3 | $105K | Buy |
134,656
+34,956
| +35% | +$27.3K | 0.29% | 86 |
|
2024
Q2 | $146K | Sell |
99,700
-9,500
| -9% | -$13.9K | 0.01% | 816 |
|
2024
Q1 | $137K | Buy |
109,200
+37,100
| +51% | +$46.4K | 0.01% | 715 |
|
2023
Q4 | $82.2K | Buy |
72,100
+44,400
| +160% | +$50.6K | 0.01% | 685 |
|
2023
Q3 | $51.8K | Buy |
27,700
+15,300
| +123% | +$28.6K | 0.01% | 588 |
|
2023
Q2 | $45.1K | Buy |
+12,400
| New | +$45.1K | 0.01% | 590 |
|