RhumbLine Advisers’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 |
-5,832
| Closed | -$331K | – | 3049 |
|
|
2021
Q4 | $331K | Sell |
5,832
-867
| -13% | -$49.2K | ﹤0.01% | 2675 |
|
|
2021
Q3 | $332K | Buy |
6,699
+123
| +2% | +$6.1K | ﹤0.01% | 2728 |
|
|
2021
Q2 | $305K | Sell |
6,576
-1,431
| -18% | -$66.4K | ﹤0.01% | 2781 |
|
|
2021
Q1 | $319K | Sell |
8,007
-220
| -3% | -$8.77K | ﹤0.01% | 2682 |
|
|
2020
Q4 | $337K | Buy |
8,227
+972
| +13% | +$39.8K | ﹤0.01% | 2622 |
|
|
2020
Q3 | $274K | Sell |
7,255
-1,054
| -13% | -$39.8K | ﹤0.01% | 2557 |
|
|
2020
Q2 | $254K | Buy |
8,309
+325
| +4% | +$9.94K | ﹤0.01% | 2651 |
|
|
2020
Q1 | $204K | Hold |
7,984
| – | – | ﹤0.01% | 2574 |
|
|
2019
Q4 | $336K | Buy |
7,984
+28
| +0.4% | +$1.18K | ﹤0.01% | 2540 |
|
|
2019
Q3 | $307K | Buy |
7,956
+663
| +9% | +$25.6K | ﹤0.01% | 2572 |
|
|
2019
Q2 | $282K | Buy |
7,293
+302
| +4% | +$11.7K | ﹤0.01% | 2633 |
|
|
2019
Q1 | $246K | Sell |
6,991
-30
| -0.4% | -$1.06K | ﹤0.01% | 2651 |
|
|
2018
Q4 | $247K | Buy |
7,021
+343
| +5% | +$12.1K | ﹤0.01% | 2633 |
|
|
2018
Q3 | $240K | Buy |
6,678
+50
| +0.8% | +$1.8K | ﹤0.01% | 2642 |
|
|
2018
Q2 | $220K | Sell |
6,628
-1,636
| -20% | -$54.3K | ﹤0.01% | 2691 |
|
|
2018
Q1 | $295K | Sell |
8,264
-575
| -7% | -$20.5K | ﹤0.01% | 2442 |
|
|
2017
Q4 | $243K | Sell |
8,839
-1,210
| -12% | -$33.3K | ﹤0.01% | 2551 |
|
|
2017
Q3 | $254K | Buy |
10,049
+40
| +0.4% | +$1.01K | ﹤0.01% | 2629 |
|
|
2017
Q2 | $205K | Sell |
10,009
-1,225
| -11% | -$25.1K | ﹤0.01% | 2751 |
|
|
2017
Q1 | $209K | Buy |
11,234
+333
| +3% | +$6.2K | ﹤0.01% | 2641 |
|
|
2016
Q4 | $213K | Sell |
10,901
-421
| -4% | -$8.23K | ﹤0.01% | 2645 |
|
|
2016
Q3 | $195K | Buy |
11,322
+200
| +2% | +$3.45K | ﹤0.01% | 2690 |
|
|
2016
Q2 | $200K | Sell |
11,122
-2,389
| -18% | -$43K | ﹤0.01% | 2740 |
|
|
2016
Q1 | $215K | Buy |
13,511
+990
| +8% | +$15.8K | ﹤0.01% | 2707 |
|
|
2015
Q4 | $173K | Buy |
12,521
+336
| +3% | +$4.64K | ﹤0.01% | 2849 |
|
|
2015
Q3 | $158K | Buy |
12,185
+441
| +4% | +$5.72K | ﹤0.01% | 2863 |
|
|
2015
Q2 | $155K | Sell |
11,744
-1,145
| -9% | -$15.1K | ﹤0.01% | 2954 |
|
|
2015
Q1 | $175K | Buy |
12,889
+500
| +4% | +$6.79K | ﹤0.01% | 2863 |
|
|
2014
Q4 | $173K | Buy |
12,389
+900
| +8% | +$12.6K | ﹤0.01% | 2862 |
|
|
2014
Q3 | $153K | Hold |
11,489
| – | – | ﹤0.01% | 2851 |
|
|
2014
Q2 | $162K | Buy |
11,489
+107
| +0.9% | +$1.51K | ﹤0.01% | 2909 |
|
|
2014
Q1 | $153K | Sell |
11,382
-390
| -3% | -$5.24K | ﹤0.01% | 2854 |
|
|
2013
Q4 | $159K | Sell |
11,772
-700
| -6% | -$9.46K | ﹤0.01% | 2886 |
|
|
2013
Q3 | $178K | Sell |
12,472
-81
| -0.6% | -$1.16K | ﹤0.01% | 2828 |
|
|
2013
Q2 | $148K | Buy |
+12,553
| New | +$148K | ﹤0.01% | 3130 |
|