Jacobsen Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-41,924
| Closed | -$1.37M | – | 56 |
|
|
2022
Q2 | $1.37M | Sell |
41,924
-3,000
| -7% | -$98.3K | 0.73% | 32 |
|
|
2022
Q1 | $1.72M | Buy |
44,924
+14,342
| +47% | +$548K | 0.79% | 29 |
|
|
2021
Q4 | $1.55M | Buy |
30,582
+129
| +0.4% | +$6.53K | 0.73% | 33 |
|
|
2021
Q3 | $1.66M | Buy |
30,453
+3,046
| +11% | +$166K | 0.84% | 27 |
|
|
2021
Q2 | $1.5M | Buy |
27,407
+14,588
| +114% | +$796K | 0.76% | 29 |
|
|
2021
Q1 | $707K | Buy |
12,819
+1,565
| +14% | +$86.3K | 0.39% | 42 |
|
|
2020
Q4 | $731K | Hold |
11,254
| – | – | 0.43% | 42 |
|
|
2020
Q3 | $585K | Sell |
11,254
-440
| -4% | -$22.9K | 0.41% | 44 |
|
|
2020
Q2 | $451K | Buy |
+11,694
| New | +$451K | 0.34% | 45 |
|
|
2019
Q4 | $491K | Buy |
10,445
+3,540
| +51% | +$166K | 0.49% | 45 |
|
|
2019
Q3 | $288K | Buy |
+6,905
| New | +$288K | 0.28% | 57 |
|