OneDigital Investment Advisors’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-6,659
| Closed | -$259K | – | 566 |
|
2019
Q3 | $259K | Sell |
6,659
-3,748
| -36% | -$146K | 0.02% | 420 |
|
2019
Q2 | $404K | Buy |
10,407
+10,127
| +3,617% | +$393K | 0.03% | 285 |
|
2019
Q1 | $11K | Sell |
280
-447
| -61% | -$17.6K | ﹤0.01% | 858 |
|
2018
Q4 | $24K | Buy |
727
+212
| +41% | +$7K | ﹤0.01% | 642 |
|
2018
Q3 | $20K | Sell |
515
-2,781
| -84% | -$108K | ﹤0.01% | 665 |
|
2018
Q2 | $90K | Buy |
+3,296
| New | +$90K | 0.02% | 358 |
|
2018
Q1 | – | Sell |
-1,763
| Closed | -$39K | – | 1347 |
|
2017
Q4 | $39K | Buy |
1,763
+1,120
| +174% | +$24.8K | ﹤0.01% | 582 |
|
2017
Q3 | $14K | Buy |
+643
| New | +$14K | 0.01% | 751 |
|