Mount Yale Investment Advisors’s IAA, Inc. Common Stock IAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31,810
| Closed | -$1.04M | – | 487 |
|
|
2022
Q2 | $1.04M | Sell |
31,810
-1,250
| -4% | -$40.9K | 0.13% | 171 |
|
|
2022
Q1 | $1.27M | Buy |
33,060
+3,389
| +11% | +$130K | 0.14% | 165 |
|
|
2021
Q4 | $1.5M | Sell |
29,671
-232
| -0.8% | -$11.7K | 0.16% | 144 |
|
|
2021
Q3 | $1.63M | Sell |
29,903
-731
| -2% | -$39.9K | 0.19% | 125 |
|
|
2021
Q2 | $1.67M | Buy |
30,634
+12,479
| +69% | +$681K | 0.2% | 109 |
|
|
2021
Q1 | $1M | Sell |
18,155
-2,762
| -13% | -$152K | 0.13% | 162 |
|
|
2020
Q4 | $1.36M | Sell |
20,917
-278
| -1% | -$18.1K | 0.19% | 120 |
|
|
2020
Q3 | $1.1M | Sell |
21,195
-792
| -4% | -$41.3K | 0.16% | 139 |
|
|
2020
Q2 | $848K | Sell |
21,987
-1,262
| -5% | -$48.7K | 0.15% | 145 |
|
|
2020
Q1 | $697K | Buy |
23,249
+1,751
| +8% | +$52.5K | 0.16% | 133 |
|
|
2019
Q4 | $1.02M | Sell |
21,498
-2,685
| -11% | -$127K | 0.18% | 118 |
|
|
2019
Q3 | $1.04M | Buy |
24,183
+7,341
| +44% | +$316K | 0.19% | 113 |
|
|
2019
Q2 | $806K | Buy |
+16,842
| New | +$806K | 0.15% | 121 |
|