Morgan Stanley’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 |
-7,591
| Closed | -$429K | – | 8422 |
|
|
2021
Q4 | $429K | Buy |
7,591
+470
| +7% | +$26.6K | ﹤0.01% | 5637 |
|
|
2021
Q3 | $354K | Buy |
7,121
+40
| +0.6% | +$1.99K | ﹤0.01% | 5693 |
|
|
2021
Q2 | $329K | Sell |
7,081
-8,591
| -55% | -$399K | ﹤0.01% | 5758 |
|
|
2021
Q1 | $624K | Buy |
15,672
+9,889
| +171% | +$394K | ﹤0.01% | 5032 |
|
|
2020
Q4 | $237K | Buy |
5,783
+2,992
| +107% | +$123K | ﹤0.01% | 5509 |
|
|
2020
Q3 | $105K | Sell |
2,791
-1,235
| -31% | -$46.5K | ﹤0.01% | 5415 |
|
|
2020
Q2 | $123K | Buy |
4,026
+1,047
| +35% | +$32K | ﹤0.01% | 5304 |
|
|
2020
Q1 | $77K | Sell |
2,979
-6,380
| -68% | -$165K | ﹤0.01% | 5299 |
|
|
2019
Q4 | $394K | Buy |
9,359
+5,148
| +122% | +$217K | ﹤0.01% | 5068 |
|
|
2019
Q3 | $162K | Sell |
4,211
-3,781
| -47% | -$145K | ﹤0.01% | 5243 |
|
|
2019
Q2 | $309K | Sell |
7,992
-802
| -9% | -$31K | ﹤0.01% | 4834 |
|
|
2019
Q1 | $310K | Sell |
8,794
-6,206
| -41% | -$219K | ﹤0.01% | 4825 |
|
|
2018
Q4 | $528K | Sell |
15,000
-334
| -2% | -$11.8K | ﹤0.01% | 4749 |
|
|
2018
Q3 | $551K | Sell |
15,334
-6,612
| -30% | -$238K | ﹤0.01% | 4947 |
|
|
2018
Q2 | $729K | Buy |
21,946
+2,795
| +15% | +$92.8K | ﹤0.01% | 4840 |
|
|
2018
Q1 | $683K | Buy |
19,151
+624
| +3% | +$22.3K | ﹤0.01% | 4810 |
|
|
2017
Q4 | $509K | Buy |
18,527
+5,600
| +43% | +$154K | ﹤0.01% | 4975 |
|
|
2017
Q3 | $326K | Buy |
12,927
+1,383
| +12% | +$34.9K | ﹤0.01% | 5119 |
|
|
2017
Q2 | $236K | Buy |
11,544
+1,620
| +16% | +$33.1K | ﹤0.01% | 5244 |
|
|
2017
Q1 | $185K | Sell |
9,924
-11,293
| -53% | -$211K | ﹤0.01% | 5352 |
|
|
2016
Q4 | $415K | Buy |
21,217
+19,491
| +1,129% | +$381K | ﹤0.01% | 5038 |
|
|
2016
Q3 | $29K | Buy |
1,726
+1,300
| +305% | +$21.8K | ﹤0.01% | 5808 |
|
|
2016
Q2 | $8K | Hold |
426
| – | – | ﹤0.01% | 6131 |
|
|
2016
Q1 | $7K | Sell |
426
-3,458
| -89% | -$56.8K | ﹤0.01% | 6232 |
|
|
2015
Q4 | $54K | Sell |
3,884
-413
| -10% | -$5.74K | ﹤0.01% | 5687 |
|
|
2015
Q3 | $56K | Sell |
4,297
-39
| -0.9% | -$508 | ﹤0.01% | 5687 |
|
|
2015
Q2 | $58K | Sell |
4,336
-489
| -10% | -$6.54K | ﹤0.01% | 5811 |
|
|
2015
Q1 | $65K | Buy |
4,825
+531
| +12% | +$7.15K | ﹤0.01% | 5700 |
|
|
2014
Q4 | $60K | Sell |
4,294
-619
| -13% | -$8.65K | ﹤0.01% | 5757 |
|
|
2014
Q3 | $65K | Sell |
4,913
-528
| -10% | -$6.99K | ﹤0.01% | 5641 |
|
|
2014
Q2 | $78K | Buy |
5,441
+4,783
| +727% | +$68.6K | ﹤0.01% | 5608 |
|
|
2014
Q1 | $9K | Sell |
658
-9,510
| -94% | -$130K | ﹤0.01% | 6160 |
|
|
2013
Q4 | $137K | Buy |
+10,168
| New | +$137K | ﹤0.01% | 5218 |
|