Laurel Wealth Advisors (California)’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,062
| Closed | -$252K | – | 694 |
|
|
2022
Q1 | $252K | Sell |
3,062
-245
| -7% | -$20.2K | 0.02% | 638 |
|
|
2021
Q4 | $355K | Buy |
3,307
+250
| +8% | +$26.8K | 0.03% | 563 |
|
|
2021
Q3 | $327K | Hold |
3,057
| – | – | 0.06% | 314 |
|
|
2021
Q2 | $387K | Sell |
3,057
-1,584
| -34% | -$201K | 0.05% | 336 |
|
|
2021
Q1 | $548K | Buy |
4,641
+669
| +17% | +$79K | 0.08% | 240 |
|
|
2020
Q4 | $411K | Buy |
3,972
+366
| +10% | +$37.9K | 0.06% | 282 |
|
|
2020
Q3 | $236K | Sell |
3,606
-2,941
| -45% | -$192K | 0.04% | 354 |
|
|
2020
Q2 | $378K | Buy |
+6,547
| New | +$378K | 0.07% | 257 |
|
|
2020
Q1 | – | Sell |
-5,707
| Closed | -$254K | – | 387 |
|
|
2019
Q4 | $254K | Hold |
5,707
| – | – | 0.04% | 374 |
|
|
2019
Q3 | $222K | Hold |
5,707
| – | – | 0.04% | 410 |
|
|
2019
Q2 | $222K | Hold |
5,707
| – | – | 0.05% | 362 |
|
|
2019
Q1 | $214K | Buy |
+5,707
| New | +$214K | 0.05% | 348 |
|