J.P. Morgan Private Wealth Advisors’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,312
| Closed | -$355K | – | 1964 |
|
|
2022
Q1 | $355K | Sell |
4,312
-658
| -13% | -$54.2K | ﹤0.01% | 1681 |
|
|
2021
Q4 | $533K | Buy |
4,970
+1,192
| +32% | +$128K | ﹤0.01% | 1526 |
|
|
2021
Q3 | $404K | Buy |
3,778
+155
| +4% | +$16.6K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $458K | Buy |
3,623
+12
| +0.3% | +$1.52K | ﹤0.01% | 1512 |
|
|
2021
Q1 | $426K | Buy |
+3,611
| New | +$426K | ﹤0.01% | 1384 |
|
|
2020
Q3 | – | Sell |
-5,685
| Closed | -$329K | – | 1608 |
|
|
2020
Q2 | $329K | Buy |
+5,685
| New | +$329K | ﹤0.01% | 1267 |
|
|
2020
Q1 | – | Sell |
-9,048
| Closed | -$403K | – | 1473 |
|
|
2019
Q4 | $403K | Sell |
9,048
-3,777
| -29% | -$168K | ﹤0.01% | 1125 |
|
|
2019
Q3 | $500K | Buy |
+12,825
| New | +$500K | ﹤0.01% | 1006 |
|
|
2019
Q1 | – | Sell |
-9,652
| Closed | -$316K | – | 1482 |
|
|
2018
Q4 | $316K | Buy |
9,652
+1,007
| +12% | +$33K | ﹤0.01% | 1147 |
|
|
2018
Q3 | $335K | Buy |
+8,645
| New | +$335K | ﹤0.01% | 1234 |
|
|
2018
Q2 | – | Sell |
-9,115
| Closed | -$255K | – | 1490 |
|
|
2018
Q1 | $255K | Buy |
+9,115
| New | +$255K | ﹤0.01% | 1107 |
|