MGIA
Moneta Group Investment Advisors’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$216K | – | 682 |
|
|
2024
Q4 | $216K | Hold |
5,000
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $269K | Hold |
5,000
| – | – | ﹤0.01% | 548 |
|
|
2024
Q2 | $234K | Sell |
5,000
-40
| -0.8% | -$1.87K | ﹤0.01% | 547 |
|
|
2024
Q1 | $269K | Buy |
5,040
+27
| +0.5% | +$1.44K | ﹤0.01% | 518 |
|
|
2023
Q4 | $263K | Buy |
5,013
+13
| +0.3% | +$681 | 0.01% | 472 |
|
|
2023
Q3 | $252K | Sell |
5,000
-7,604
| -60% | -$383K | 0.01% | 438 |
|
|
2023
Q2 | $792K | Sell |
12,604
-305
| -2% | -$19.2K | 0.02% | 252 |
|
|
2023
Q1 | $666K | Buy |
12,909
+2,998
| +30% | +$155K | 0.02% | 268 |
|
|
2022
Q4 | $560K | Sell |
9,911
-2,910
| -23% | -$164K | 0.02% | 275 |
|
|
2022
Q3 | $710K | Sell |
12,821
-342
| -3% | -$18.9K | 0.03% | 220 |
|
|
2022
Q2 | $1M | Buy |
13,163
+349
| +3% | +$26.5K | 0.03% | 206 |
|
|
2022
Q1 | $1.29M | Sell |
12,814
-1
| -0% | -$100 | 0.05% | 172 |
|
|
2021
Q4 | $1.68M | Buy |
12,815
+74
| +0.6% | +$9.67K | 0.07% | 150 |
|
|
2021
Q3 | $1.66M | Sell |
12,741
-24
| -0.2% | -$3.13K | 0.08% | 141 |
|
|
2021
Q2 | $1.97M | Sell |
12,765
-346
| -3% | -$53.3K | 0.09% | 133 |
|
|
2021
Q1 | $2.84M | Sell |
13,111
-1,402
| -10% | -$303K | 0.15% | 103 |
|
|
2020
Q4 | $2.75M | Buy |
14,513
+153
| +1% | +$29K | 0.2% | 86 |
|
|
2020
Q3 | $1.72M | Sell |
14,360
-3
| -0% | -$359 | 0.15% | 90 |
|
|
2020
Q2 | $4.65M | Buy |
14,363
+2
| +0% | +$647 | 0.44% | 54 |
|
|
2020
Q1 | $2.57M | Sell |
14,361
-2
| -0% | -$358 | 0.27% | 69 |
|
|
2019
Q4 | $3.58M | Sell |
14,363
-11
| -0.1% | -$2.74K | 0.3% | 57 |
|
|
2019
Q3 | $3.13M | Buy |
14,374
+13
| +0.1% | +$2.83K | 0.29% | 62 |
|
|
2019
Q2 | $3.12M | Buy |
+14,361
| New | +$3.12M | 0.31% | 56 |
|
|
2018
Q3 | – | Sell |
-6,800
| Closed | -$1.04M | – | 295 |
|
|
2018
Q2 | $1.04M | Hold |
6,800
| – | – | 0.12% | 106 |
|
|
2018
Q1 | $1.06M | Hold |
6,800
| – | – | 0.14% | 75 |
|
|
2017
Q4 | $832K | Hold |
6,800
| – | – | 0.13% | 84 |
|
|
2017
Q3 | $800K | Buy |
+6,800
| New | +$800K | 0.12% | 83 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$13K | – | 266 |
|
|
2015
Q3 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 384 |
|