JPMorgan Chase & Co’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,960
| Closed | -$394K | – | 6291 |
|
|
2021
Q4 | $394K | Buy |
6,960
+2,951
| +74% | +$167K | ﹤0.01% | 4197 |
|
|
2021
Q3 | $200K | Sell |
4,009
-5,181
| -56% | -$258K | ﹤0.01% | 4412 |
|
|
2021
Q2 | $426K | Sell |
9,190
-9,510
| -51% | -$441K | ﹤0.01% | 4086 |
|
|
2021
Q1 | $745K | Sell |
18,700
-449
| -2% | -$17.9K | ﹤0.01% | 3822 |
|
|
2020
Q4 | $785K | Buy |
19,149
+9,209
| +93% | +$378K | ﹤0.01% | 3501 |
|
|
2020
Q3 | $377K | Sell |
9,940
-1,475
| -13% | -$55.9K | ﹤0.01% | 3501 |
|
|
2020
Q2 | $350K | Sell |
11,415
-5,704
| -33% | -$175K | ﹤0.01% | 3442 |
|
|
2020
Q1 | $438K | Buy |
17,119
+1,154
| +7% | +$29.5K | ﹤0.01% | 3348 |
|
|
2019
Q4 | $672K | Buy |
15,965
+13,095
| +456% | +$551K | ﹤0.01% | 3284 |
|
|
2019
Q3 | $111K | Buy |
2,870
+1,506
| +110% | +$58.2K | ﹤0.01% | 3957 |
|
|
2019
Q2 | $52K | Buy |
1,364
+54
| +4% | +$2.06K | ﹤0.01% | 4236 |
|
|
2019
Q1 | $46K | Buy |
1,310
+118
| +10% | +$4.14K | ﹤0.01% | 4280 |
|
|
2018
Q4 | $42K | Sell |
1,192
-898
| -43% | -$31.6K | ﹤0.01% | 4327 |
|
|
2018
Q3 | $75K | Buy |
2,090
+918
| +78% | +$32.9K | ﹤0.01% | 4218 |
|
|
2018
Q2 | $39K | Sell |
1,172
-39
| -3% | -$1.3K | ﹤0.01% | 4397 |
|
|
2018
Q1 | $43K | Sell |
1,211
-90
| -7% | -$3.2K | ﹤0.01% | 4207 |
|
|
2017
Q4 | $36K | Buy |
+1,301
| New | +$36K | ﹤0.01% | 4238 |
|
|
2017
Q3 | – | Sell |
-683
| Closed | -$14K | – | 4613 |
|
|
2017
Q2 | $14K | Sell |
683
-11,632
| -94% | -$238K | ﹤0.01% | 3994 |
|
|
2017
Q1 | $229K | Sell |
12,315
-8,919
| -42% | -$166K | ﹤0.01% | 3439 |
|
|
2016
Q4 | $415K | Buy |
21,234
+11,924
| +128% | +$233K | ﹤0.01% | 3373 |
|
|
2016
Q3 | $160K | Sell |
9,310
-1,094
| -11% | -$18.8K | ﹤0.01% | 3322 |
|
|
2016
Q2 | $187K | Buy |
10,404
+9,270
| +817% | +$167K | ﹤0.01% | 3251 |
|
|
2016
Q1 | $18K | Buy |
1,134
+756
| +200% | +$12K | ﹤0.01% | 3629 |
|
|
2015
Q4 | $5K | Buy |
+378
| New | +$5K | ﹤0.01% | 3775 |
|