Partners Capital Investment Group’s IAC Inc IAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-127,265
Closed -$5.39M 227
2023
Q1
$5.39M Sell
127,265
-5,549
-4% -$235K 0.23% 71
2022
Q4
$4.84M Sell
132,814
-41,857
-24% -$1.52M 0.23% 78
2022
Q3
$7.94M Sell
174,671
-23,204
-12% -$1.05M 0.47% 57
2022
Q2
$12.3M Sell
197,875
-80,613
-29% -$5.02M 0.83% 43
2022
Q1
$22.9M Buy
+278,488
New +$22.9M 1.13% 39