LSV Asset Management’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-44,193
| Closed | -$903K | – | 1039 |
|
|
2017
Q2 | $903K | Hold |
44,193
| – | – | ﹤0.01% | 807 |
|
|
2017
Q1 | $821K | Hold |
44,193
| – | – | ﹤0.01% | 821 |
|
|
2016
Q4 | $863K | Hold |
44,193
| – | – | ﹤0.01% | 819 |
|
|
2016
Q3 | $759K | Hold |
44,193
| – | – | ﹤0.01% | 814 |
|
|
2016
Q2 | $794K | Hold |
44,193
| – | – | ﹤0.01% | 812 |
|
|
2016
Q1 | $703K | Buy |
44,193
+5,800
| +15% | +$92.3K | ﹤0.01% | 793 |
|
|
2015
Q4 | $531K | Buy |
38,393
+1,957
| +5% | +$27.1K | ﹤0.01% | 815 |
|
|
2015
Q3 | $472K | Buy |
36,436
+2,343
| +7% | +$30.4K | ﹤0.01% | 805 |
|
|
2015
Q2 | $449K | Hold |
34,093
| – | – | ﹤0.01% | 799 |
|
|
2015
Q1 | $463K | Sell |
34,093
-6,102
| -15% | -$82.9K | ﹤0.01% | 761 |
|
|
2014
Q4 | $560K | Sell |
40,195
-8,598
| -18% | -$120K | ﹤0.01% | 746 |
|
|
2014
Q3 | $648K | Hold |
48,793
| – | – | ﹤0.01% | 722 |
|
|
2014
Q2 | $689K | Hold |
48,793
| – | – | ﹤0.01% | 709 |
|
|
2014
Q1 | $654K | Hold |
48,793
| – | – | ﹤0.01% | 687 |
|
|
2013
Q4 | $658K | Buy |
48,793
+5,858
| +14% | +$79K | ﹤0.01% | 689 |
|
|
2013
Q3 | $613K | Buy |
42,935
+10,442
| +32% | +$149K | ﹤0.01% | 706 |
|
|
2013
Q2 | $384K | Buy |
+32,493
| New | +$384K | ﹤0.01% | 740 |
|