J.P. Morgan Private Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,074
| Closed | -$1.4M | – | 2023 |
|
|
2022
Q4 | $1.4M | Sell |
35,074
-34,037
| -49% | -$1.36M | ﹤0.01% | 984 |
|
|
2022
Q3 | $2.2M | Buy |
69,111
+5,137
| +8% | +$164K | 0.01% | 808 |
|
|
2022
Q2 | $2.1M | Buy |
63,974
+35,752
| +127% | +$1.17M | 0.01% | 832 |
|
|
2022
Q1 | $1.08M | Sell |
28,222
-11,558
| -29% | -$442K | ﹤0.01% | 1189 |
|
|
2021
Q4 | $2.01M | Sell |
39,780
-1,295
| -3% | -$65.6K | ﹤0.01% | 913 |
|
|
2021
Q3 | $2.24M | Buy |
41,075
+16,053
| +64% | +$876K | 0.01% | 853 |
|
|
2021
Q2 | $1.37M | Buy |
25,022
+976
| +4% | +$53.2K | ﹤0.01% | 1044 |
|
|
2021
Q1 | $1.33M | Sell |
24,046
-850
| -3% | -$46.9K | ﹤0.01% | 915 |
|
|
2020
Q4 | $1.62M | Sell |
24,896
-1,576
| -6% | -$102K | 0.01% | 823 |
|
|
2020
Q3 | $1.38M | Sell |
26,472
-1,168
| -4% | -$60.8K | 0.01% | 766 |
|
|
2020
Q2 | $1.07M | Buy |
27,640
+7,577
| +38% | +$292K | ﹤0.01% | 783 |
|
|
2020
Q1 | $601K | Buy |
20,063
+7,786
| +63% | +$233K | ﹤0.01% | 869 |
|
|
2019
Q4 | $578K | Buy |
12,277
+5,018
| +69% | +$236K | ﹤0.01% | 992 |
|
|
2019
Q3 | $303K | Buy |
+7,259
| New | +$303K | ﹤0.01% | 1190 |
|